Versant Capital Management, Inc. is an independent wealth management and investment firm (RIA) located in Phoenix, AZ. We are looking to add a Client Associate to our growing team. Our wealth counselors and investment professionals manage family resources around what’s important to our clients.
The Client Associate is an entry-level (0-3 years’ experience) client relationship management position that provides technical support for the Senior Wealth Counselor and/or Wealth Counselor.
Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development.
The Client Associate is also responsible for preparing client reports and for maintaining contact with clients to provide or obtain updated information, schedule meetings with preferred staff, and troubleshoot problems.
The position may participate in client meetings but not in an advice or decision-making capacity.
The Client Associate can expect to focus in the following areas:
Communicate with clients and their outside advisors, verbally and in writing
Deliver superior client service—troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client as needed
Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update Junxure and Mind Maps
Gather, organize, input and synthesize client data within a financial planning context
Prepare client financial plans and presentations for review by supervisors
Prepare other client deliverables for review by supervisors, i.e. Net Worth Statements, Cash Flow Schedules, Rebalancing Schedules, etc
Prepare capital sufficiency analysis scenarios
Review performance reports, including tracking and reconciling of account history
Attend client meetings in a technical, supporting and learning role
Providing ongoing, actionable intellectual contributions to work processes and intellectual capital base, focusing on one or two areas of expertise
Maximizing productive use of one or more technology platforms involved in executing other duties and responsibilities
The Associate position typically requires the following qualifications:
CFP, CPA, or CFA designation or enrolled in candidacy of
Series 65 or 66 Examination
Proficiency with Junxure, Black Diamond, RedBlack, Word, Excel, PowerPoint and Outlook
Detail-oriented, accurate, organized, able to set priorities
Strong written and verbal communication skills
Self-starter, takes initiative
Team player, collaborative, able to work with and through others
Desire/ability to work successfully in a small company environment
Additional Salary Information: Pay/benefits are competitive based on industry standards.
•Salary will be based on experience
•Eligible for discretionary bonus pool
•Eligible for incentive compensation plan
•Benefits include parking, health care, short- and long-term disability insurance, 401(k), including three percent employer contribution
•Eligible for discretionary profit sharing
•Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities
About Versant Capital Management, Inc.
Versant Capital Management was founded with a clear objective: to provide rigorous, comprehensive financial advice and management to people through a thoughtful understanding of their personal situations.
A Phoenix-based, independent registered investment advisory (RIA) and wealth management firm with $900+ million in AUM, Versant helps individuals and families achieve financial success and make it last.
We have the professional qualifications and credentials to demonstrate responsibility and provide rational advice, and the courage to raise critical issues, even if it’s not in the firm’s best interest. We carry out decisions free from the pressure of product bias. As an independent firm, we do not sell or promote any investment product; we rely on skilled professionals to deliver research-driven strategies customized to meet each client’s unique goals.
This mindset brings together the best of financial planning and the best of investment management. Being an independent doesn’t mean “alone.” We invest with some of the most prominent institutional investment managers- including Charles Schwab, Vanguard, Dimensional Fund Advisors, and Stone Ridge - giving our clients acc...ess to the best investment management and services available today.
At the center of our approach and our client’s success is Versant’s staff, a team of interdisciplinary financial experts, including CFPs, CFAs, CPAs, MBAs, and even masters of psychology and art. Our team delivers highly customized financial advice and strategies based on each client’s specific needs and goals. We help people use wealth to empower a life well-lived.
Over the last decade and a half, we’ve steadily helped build our clients’ legacies, and today Versant is promoting a new generation of leadership. Our principles remain deeply rooted in serving families, a disciplined investment approach, an entrepreneurial spirit, the freedom to excel, joy in work well done, and giving back to our community.