Careers

Current Opportunities at Evangelista & Associates

Evangelista & Associates is a boutique Wealth Management and Financial Advising Services firm located in Ann Arbor, MI.  Our firm has a fun and fast-paced environment. The firm is deeply committed to each team member's goals and career aspirations.  Join our Team!

Paraplanner-Currently Closed

Paraplanner-Currently Closed

This position directly supports financial advisers and wealth managers in serving existing and prospective clients.  You are expected to perform various tasks, including portfolio reviews and preparing financial projections using financial planning software.  You must be able to use critical-thinking skills, work within a team, and anticipate firm needs and client questions.  Qualified candidates are detail-oriented, structured, and have a high degree of follow-through.

From an Analyzing Perspective, you will:

  • Prepare financial analyses for clients, including retirement, estate-planning, education-funding, stock options, and risk management needs
  • Be responsible for all aspects of pre-client-meeting activities, such as: preparation of meeting agendas, client paperwork, investment policy statements, and asset allocations, as well as post-client-meeting tasks such as developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals if necessary
  • Continuously monitoring clients' financial situations with detail and accuracy
  • Coordinates client meetings, prepare portfolio performance reports, verifies the accuracy of the information, and develops preliminary recommendations in conjunction with the Advisor
  • Facilitates completion of agreed-upon recommendations; opens new accounts, processes, and follows up on transfers, submits required paperwork, and follows up with the client.
  • Input and analyze financial plans to achieve clients' objectives/goals.
  • Asset Allocation and rebalancing of client accounts and employer-based plans.

Operationally, you will:

  • Assist clients in completing applications for new accounts as well as annuity and insurance in addition to processing those applications.
  • Track newly opened accounts and transfers.
  • Serve as a client service liaison and make daily client contact through e-mail and phone calls.
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure essential client information and documentation are up to date using E&A CRM.

Skills and requirements:

  • Bachelor's Degree in Personal Wealth Management, Finance, Economics, and/or Commensurate Experience. 1 - 4 years of experience in a Financial Planning Firm is a plus.
  • Must have the following designations (or successfully complete within 6 mos of hire date):
    • SIE, Series 7 and 66
  • Exceptional oral, written, and interpersonal communication skills
  • Work independently on various projects with minimal supervision as assigned by the Advisor
  • Detail-oriented, organized, responsible and client-centric mindset
  • Set priorities and organize tasks to accomplish work objectives with the ability to multi-task in a fast-paced environment with tight deadlines
  • The skills to take the initiative to move ahead on assignments in the most efficient, timely, and  productive manner with minimal encouragement
  • Must be able to show good judgment and decision making, have impeccable ethics and integrity, and comply with all regulatory requirements
  • Passionate about helping others and love working with a team
  • Facilitate continuous improvement in their area of responsibility
  • High regard for Evangelista & Associate's core values-Passion for Excellence, Integrity, and Compassion

Qualified Candidates Only:  Please send your Resume and Cover letter to:  info@university-wealth.com

Client Services Associate-Open

Client Services Associate-Open

Administratively, you will:

  • Greet, assist, and direct visitors, clients, and vendors
  • Answer incoming calls in a courteous professional manner and direct calls to the appropriate person.
  • Coordinate meetings, set appointments, and manage client office visits.
  • Provide administrative support for office and sales personnel.
  • Distribute incoming mail and process outgoing mail in a timely manner.
  • Order and maintain company office supplies.
  • Maintain specific projects to better the company (e.g. check blotter, compliance submissions, etc.)
  • Support administrative tasks related to business

Operationally, you will:

  • Prepare and submit paperwork for clients as instructed by Paraplanners and Financial Advisors.
  • Track newly opened accounts and transfers.
  • Help with the preparation of reports and other materials for clients
  • Maintain existing client relationships through the processing of client requests, resolving client inquiries, and making sure key client information and documentation are up to date.
  • Assist with scheduling client meetings, onboarding new clients, and maintaining client information in all existing systems (CRM).
  • Help create and document operations
  • Be responsible for completing the following:
    • Accurate and timely processing of account paperwork including set-up, distributions, and transfers
    • Creating and proofing performance reports for on-platform and off-platform accounts
    • Daily brokerage operational tasks/workflows
    • Preparing notes for client meetings and monthly client tasks

Skills and requirements:

  • Bachelor’s Degree or Commensurate Experience. 1 - 4 years of experience in client service and operations within the financial services industry is a plus.
  • Strong verbal, written, and interpersonal communication skills
  • Detail-oriented, organized, responsible and client-centric mindset
  • Ability to multi-task in a fast-paced environment with tight deadlines
  • Impeccable ethics and integrity
  • Passionate about helping others and love working with a team
  • High regard for Evangelista & Associate’s core values: Passion for Excellence, Integrity and Compassion.

Qualified Candidates Only:  Please send your Resume and Cover letter to:  info@university-wealth.com