Associate Wealth Advisor - Kraft Asset Management, LLC

Kraft Asset Management, LLC (KAM) is an established and growing independent Registered Investment Advisory firm focused on financial planning and discretionary asset management for high-net worth individuals and business owners and fiduciary advisory services for employer retirement plans. This is a valued professional position working closely with an accomplished Wealth Advisor.

Responsibilities

Participate alongside Wealth Advisor (WA) in meetings with prospects, new and existing clients

Assist WA with meeting preparation and materials, meeting notes, facilitate follow-up tasks

Create financial plans, develop recommendations, design investment strategies and Investment Policy Statements in collaboration with WA

Place trades to implement the investment strategy, monitor and rebalance portfolios, tax loss harvest, manage cash flows to meet withdrawal needs, RMD’s, and client requests

Proactively service clients, respond to client requests/questions

Develop strong relationships and rapport with clients

Work in tandem with accounting and legal professionals as appropriate

Assist WA in providing ERISA 3(21) fiduciary advisory services to employer retirement plans and participants

Assist in developing and refining processes and systems in collaboration with team members

Assist with special projects as required, including marketing initiatives, client seminars, and other firm events

Involvement in professional organizations and participation in community service events

Requirements

Bachelor’s degree from an accredited university

3+ years of relevant experience in the financial services industry

Series 65 license or attainment within 90 days

CFP® designation or progress towards the CFP® preferred

Self-motivated with a passion for helping clients achieve their goals and a desire to strengthen alliance partnerships to facilitate this work

Strong analytical, organizational, communication, and computer skills

Adaptable, friendly, and possess a team-oriented spirit

Experience working with MoneyGuide, Junxure Cloud, Orion, Fidelity and Charles Schwab Institutional Custodian platforms are a plus

Now in its third generation of owners, KraftCPAs has demonstrated successful succession planning, which contributes to the strength of the firm and the consistently high level of personal service our clients enjoy.