WestHill Overview

WestHill exists to create better lives for our clients, our employees, and our community. Every WH employee embodies our core values of integrity, client-centric, caring, leadership, and teamwork. We are committed to providing an exceptional employee value proposition and opportunities for meaningful career growth for all of our team members.

Job Summary

The Associate Advisor is primarily responsible for providing support to the Financial Advisors with their clients’ advanced service and financial planning needs, while also attending to their own clients’ needs. The Associate Advisor will be responsible for conducting regular Portfolio Reviews with their clients. They will also be available to provide backup service assistance for Client Service Associates (CSAs), as needed.

Role Responsibilities

Associate Advisor

• Meet with clients regularly to conduct Portfolio Reviews.
• Proactively and reactively reach out to clients to assist with financial planning issues and life transitions.
• Work with CSAs to open new accounts for clients and to facilitate other service matters.
• Place trades in clients’ accounts as needed, monthly for DCAs and semi-annually for global rebalance.
• Member of the Investment Committee.
• Watch economic and investment monthly webinars.
• Continually learn and grow. 

Supporting Financial Advisors

• Prepare and follow up for Financial Advisors’ top client Portfolio Reviews, including collecting tax returns, reviewing Financial Plan recommendations, important dates/ages coming up, and past activities & notes.
• Work with the outside professional advisors of our top clients to enhance the holistic financial planning they receive.
• Update Financial Plans in eMoney before and after client meetings and as needed.
• Run analysis and research for Financial Advisors’ top clients, as needed.
• Provide back up to CSAs for service requests, as needed.

Time Allocation

Responsibility Time Allocation

Associate Advisor 50%

Supporting Financial Advisor 50%

Skills/Competencies

• Quick response time to clients and excellent communication externally and internally.
• Excellent follow through to ensure tasks are completed quickly and mistake-free.
• A strong desire for pursuing continuing education and knowledge on tax, financial planning, investments, and regulations.
• Exemplifies WestHill’s core values of integrity, leadership, teamwork, caring, and client-centric at all times.

Education/Certifications

Bachelor’s Degree

Candidate for CERTIFIED FINANCIAL PLANNER designation (preferred)

Series 65 license (preferred)

Potential Future for This Position

If this person can perform the responsibilities outlined in this job description to a standard of excellence and show growth in the areas indicated by their manager, this position could have a Career Path as follow:

Associate Advisor to a Financial Advisor

Benefits

• Competitive compensation including salary and discretionary bonus.
• 401(k) retirement plan with employer-sponsored contributions. 
• Medical, vision and long-term disability insurance. 
• Dental reimbursement program.
• Health and Dependent Care Flexible Savings Account (FSA).
• Financial Planning Assistance. 
• Hybrid work from home. 
• Generous paid time off (PTO).
• Various employer-sponsored team events throughout the year. 
• Family-like culture that embraces our values of teamwork, caring, integrity, client-centric and leadership.
• WestHill has a career path for each of its employees and encourages the advancement, ongoing education, and growth of each employee.