Job Shadow in Wealth Management Operations & Human Resources
AdvicePeriod is an SEC-registered investment advisor dedicated to focusing clients on the important decisions necessary to manage their wealth. By combining actionable planning advice with objective investment guidance, we strive to enable clients to achieve their financial goals and shape their legacy for generations to come. This is how wealth management is going to evolve. This is AdvicePeriod.
In this job shadow opportunity, you will see a comprehensive experience of managing and working at a fast growing registered investment advisor. We have doubled in the last year from 25 employees to 50 and I(a 2013 UA alumnus) work closely with the owners on filling in the gaps to ensure success in all aspects of the business.
In my position, no day is exactly the same. A typical day may include:
*Screening all applicants that apply to open positions
*Conducting phone and in-person interviews
*Onboarding new Advisors to our platform
*Employee/advisor training and on-boarding
*Coordinating firm wide marketing and public relations efforts
*Managing the relationships of existing advisors
*Chair of the culture and people committees
*Plan and organize all cultural and company events