Associate Advisor - Family Services Team

Job Title

Associate Advisor - Family Services Team

Job Description

Walton Enterprises is seeking a skilled, highly motivated financial services professional to join its Family Services Team as an Associate Advisor.

 

Our Commitment to Diversity, Equity, Inclusion and Belonging

We are committed to embedding diversity, equity, and inclusion throughout the organization to foster an environment where all associates THRIVE and belong.  We do this by creating:

 

About the Position

WEI Family Associate Advisors serve as support to Senior Advisors who are the single-point-of-contact liaison between the Walton family households and Walton Enterprises. In this capacity, the Associate Advisor and Senior Advisor are responsible for overseeing and ensuring high-quality, holistic service delivery to family members by strategically directing and coordinating services across all components of the family office, including investments, wealth management, legal, tax, accounting, risk management, communications, and property management.

The ideal individual will be a demonstrated self-starter who is service-oriented, analytical, and resourceful in order to embrace a dynamic range of financial and enterprise-related projects in support of the team and our principals.

 

Responsibilities

The Associate Advisor will work closely with Senior Advisors on the team to facilitate a range of strategic and tactical cross-functional projects.

 

General responsibilities include:

 

Required qualifications are

 

Preferred qualifications are

 

Personal attributes that support your success

 

All offers of employment are contingent on your successful completion (where permitted by state law) of a confidentiality agreement, background check, credit check, drug screen and verification of being fully vaccinated for COVID-19.  Vaccination exemptions as a reasonable accommodation for a qualified disability or sincerely held religious belief can be discussed at the time of an offer.  In addition, you will need to provide proper identification verifying your eligibility to work in the United States on your first day of work.

 

Compensation and Benefits Information*

Compensation Range: $130,000-165,000

Benefits Information: We offer a comprehensive and generous benefits package which includes medical, dental, and vision insurance, a 401(k) retirement plan and paid time off.

*This information is provided to comply with Colorado Law

 

About the Family Services Team

The Family Services Team works with the family principals to provide strategic advice and counsel across financial planning, business development, staffing, office operations, and personal matters. The Family Services. team serves as a liaison between the Walton family households and Walton Enterprises. The team has members based in both the Bentonville, AR and Denver, CO offices.

 

About Walton Enterprises

Walton Enterprises supports the personal, philanthropic, and business activity for the Walton family. We are a family-led organization, supporting multiple generations of Sam & Helen Walton’s family.

 

Walton Enterprises is an equal opportunity employer and is committed to building and maintaining a culturally diverse workplace that is free of discrimination and harassment of any kind. We encourage women, minorities, individuals with disabilities and veterans to apply. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, veteran status, or any other status protected by the laws or regulations in the locations where we operate.

Basic Qualifications