Financial Counselor Associate

Education / Experience Requirements:

• Bachelor’s Degree, preferably in finance, financial planning, accounting, economics, or tax
• Preferred designations: MBA, CFA, CFP, or CHFC
• Prefer 2-5 years experience as a financial analyst or financial counselor in a wealth management environment

Knowledge and Skills Requirements:

• Desire to establish new relationships and build business
• Advanced knowledge of financial counseling, including financial security, investments, income taxes, estate planning, insurance, retirement options, corporate compensation and employee benefits
• Ability to maintain confidentiality
• Ability to quickly grasp changing situations and react appropriately
• Demonstrated social presence and social awareness
• Willing and able to learn and adapt to new situations and responsibilities
• Exceptional oral and written communication skills
• Demonstrated desire to reach out to people, understand their needs and maintain frequent contact
• Desire to continually learn and work hard
• Superior organizational skills, attention to detail, follow-through and accuracy
• Ability to travel about 40% of the time

Responsibilities:

• Provide financial counseling and investment management services to AMG clients that meet AMG’s standards and practices
• Maintain highly respected and confidential relationships with AMG clients
• Maintain the highest level of client satisfaction with AMG’s services
• Take initiative, provide valued advice and be proactive with clients
• Develop new business; obtain and follow up on referrals to new clients; use prospect database appropriately
• Fully understand and help market the full array of AMG’s services
• Help build AMG’s image in the community
• Understand and be able to explain AMG’s methodologies, economic scenarios and recommendations
• Contribute to effective and efficient firmwide financial counseling practices, as requested
• Maintain highly effective and respectful working relationships with AMG staff of all levels
• Manage and supervise any professional and support reporting staff in a manner designed to meet client, employee and firm needs
• Maintain up-to-date knowledge of all investment and financial counseling-related subject areas
• Effectively set and communicate priorities
• Regularly attend and participate in conference calls and staff meetings
• Demonstrate a positive attitude, self-motivation, hard work, follow-through, high-quality work, accuracy, attention to detail
• Exercise effective judgment
• Adapt to changes and new responsibilities
• Other duties as assigned
• Job applications will be accepted through February 28, 2025

AMG is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected Veteran status.