Join the Shakespeare Team
We believe people matter.
Our Core Values:
Shakespeare Wealth Management is a fee‐only comprehensive financial planning firm that prioritizes forming strong relationships with each of our clients and providing expert solutions to high‐net worth individuals and families. Shakespeare was founded in 1999 and has grown to eight close‐knit team members who strongly believe in doing our job, and doing it well, because we care about our clients and our fellow employees.
In order to continue to serve our clients at the highest level, Shakespeare will be adding an Associate Advisor to our team.
The Associate Advisor will become an integral member of the Shakespeare team and will be responsible for supporting our financial advisors in collecting and analyzing data to develop a comprehensive understanding of clients’ financial plans.
The ideal candidate will thrive in a collaborative environment and understand that relationships are at the heart of what we do. Strong understanding of financial planning concepts, excellent analytical skills and attention to detail are also a must. Candidates must be accountable for their work and demonstrate the ability to handle multiple tasks with different members of the team at the same time. This is a full-time, in-office position.
- Gather, organize, and input client data into our financial planning software (eMoney).
- Collaborate with advisors in analyzing financial data, including investment holdings, retirement plans, insurance policies, estate documents, and tax returns, to develop a comprehensive understanding of clients’ financial situation.
- Attend client meetings, take notes, make follow-up tasks, and draft post meeting emails.
- Prepare client paperwork and/or communicate with the operations team on new account opening and transfer process.
- Assist clients with rollovers.
- Coordinate with clients’ CPA and attorney regarding the latest tax returns and estate planning documents.
- Work directly with clients’ children on account openings, monitoring and general financial planning.
Firm Level Responsibilities
- Utilize performance software to run quarterly reports and bills.
- Track required distributions for all clients, e.g. RMDs, QCDs and Trust distributions.
- Track and evaluate suitability for IRA contributions and conversions.
- Provide tax preparers with tax documents, 1099s, etc.
- Potential for writing blogs and other newsletter content.
- Bachelor’s degree. Focus in financial planning, finance, or accounting is a plus.
- Series 65/66 or willingness to obtain.
- CFP® certification or interest in pursuing the CFP® certification with the expectation that this would be accomplished in the next 3 years.
- Strong understanding of financial planning concepts, including investment management, retirement planning, tax planning, estate planning, and risk management.
- Ideally, three years of full-time, relevant work experience in the financial planning field.
- Excellent communication skills, both written and verbal, with the ability to explain complex financial concepts in a clear and concise manner.
- Detail oriented with an intellectual curiosity that leads to constantly learning new ways to help families.
- Ability to work independently and collaboratively in a team-oriented environment.
- High level of professionalism, integrity, and confidentiality in handling sensitive client information.
Salary & Benefits:
- Competitive salary and bonus will be based on experience.
- Benefits include disability insurance, 401(k) plan with profit sharing, and stipend for health insurance.
- Competitive PTO and Holiday package.
- Financial support for professional accreditation/continuing education requirements and other education/training opportunities is available upon approval.
If interested, contact Andrea Bulen, CFP®, Partner and Financial Advisor: