Job Description

Job Description

About the Company:

Buttonwood Capital Management is a leading private wealth management firm located in North Scottsdale, Arizona. For more than 25 years, we have served as trusted advisors to entrepreneurs, executives, and multi-generational families. We deliver customized investment management, comprehensive financial planning, and strategic advice.

About the Role:

The Wealth Manager works closely with Senior Advisors to support the wealth management and financial planning needs of our clients. This position is responsible for providing analytical, planning, and client-service support, including data gathering, case design, scenario modeling, financial plan development, and plan implementation.

• Initiate and respond to client calls regarding planning items, miscellaneous requests, portfolio questions, and general advice as appropriate.
• Perform requested analyses for clients (e.g., mortgage analysis, Social Security planning, etc.).
• Support all aspects of clients’ financial planning needs.
• Conduct research and coordinate with clients’ other advisors (attorneys, CPAs, etc.) to gather the data necessary for analyses.
• Prepare retirement projections, cash-flow analyses, education funding forecasts, insurance reviews, estate flow analyses, and related planning deliverables.
• Identify planning opportunities and areas for improvement based on analysis results.
• Draft comprehensive financial plans.
• Prepare materials for client meetings and collaborate with team members to ensure meetings are thoroughly and accurately organized.
• Attend client meetings; take detailed notes; manage, delegate, and/or complete all follow-up items.
• Liaise with clients’ attorneys and accountants ongoing and as needed.
• Assist with special projects as assigned.

Qualifications:

• Bachelor’s degree, preferably in business, accounting, finance, economics, or a related field.
• 3+ years of experience in financial services, preferably within an independent registered investment advisory (RIA) firm.
• Professional designations such as CFP®, CFA®, CAIA®, CIMA®, or CPA - or active enrollment with anticipated completion within nine months.
• Proficiency in Microsoft Office and experience with financial planning, CRM, portfolio management, and document management software.

Other Skills & Experience:

• Consistently demonstrates personal integrity and professional initiative.
• Reliable and accountable, with a willingness to take on new challenges.
• Genuine passion for serving and supporting clients.
• Highly organized, detail-oriented, and capable of managing and prioritizing multiple tasks.
• Committed to accuracy and delivering high-quality work.
• Excellent written and verbal communication skills.
• Strong collaborator who works effectively within a team environment.
• Adaptable, flexible, and open to new ideas.
• Ability to thrive in an entrepreneurial, small company setting.
• Committed to upholding the firm’s purpose, vision, and values.

Benefits

• 401(k) match
• Parental leave
• PTO and Flex Time
• Medical, dental, and vision benefits
• Support for professional certifications/designations
• Bonus eligibility

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