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:

• a culture committed to continuous learning that recognizes and values differences
• an environment of respect and connection to learn from the richness of identities, experiences, and perspectives
• fair access for all to opportunities for growth and advancement

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:

• Provide supporting client service role to anticipate and respond to Senior Advisor’s and principals’ needs and requests
• Support Advisors in their efforts to ensure principals receive holistic and integrated family office support across all financial and non-financial services (i.e. political advocacy, property management, IT, security, communications, family learning)
• Develop and produce presentation materials to communicate various financial planning, strategic initiatives, and project management information to our principals
• Liaise with and coordinate advice from other teams and external resources to complete multi-disciplinary projects and deliverables for Senior Advisors and principals
• Perform subject matter research and analysis as it relates to specific family member requests, financial activities, business initiatives, and special projects
• Be prepared to professionally communicate with senior team members both proactively and reactively as appropriate
• Effectively build credibility and trusted relationships with other WEI departments
• Perform other duties as required and necessary to accomplish goals and objectives

Required qualifications are

• Bachelor’s degree, preferably in accounting, finance, or related field
• Minimum 5 years professional experience in financial services (investment or commercial banking, consulting, and/or investment management)
• Advanced Microsoft Excel and PowerPoint skills
• High levels of diplomacy, discretion, empathy, and judgement

Preferred qualifications are

• A course in financial modeling for investments
• Familiarity with analytical programming languages, such as SQL, R, or Python, or data analysis tools (e.g. Tableau, Domo) a plus
• Progress towards or plans to pursue an advanced degree in Finance or Business (such as an MBA), or professional investment certification (CFA, CAIA, CFP) a plus
• Proven project management experience, from conception to completion, coordinating multiple work streams and a wide variety of activities

Personal attributes that support your success

• A track record of demonstrating emotional intelligence with the ability to read people and situations and respond appropriately. Ability to adapt easily to the team’s needs through flexibility and openness to change, willingness to try new things and listen to the various needs of the family and team members. The ideal candidate gets along well with others and focuses on relationships
• Confident and willing to share ideas, address concerns head-on, ask questions for clarification, handle feedback in a professional manner and have difficult conversations when appropriate
• Skilled in providing clear and effective communications, to further enhance relationships with all levels of family, principals’ staff, and WEI departments
• You are helpful, a team player, and show respect while collaborating with others
• You are results oriented and exercise sound judgment in your work
• A lifelong learner, who is inquisitive and solves problems with bold thinking and innovation
• A natural problem solver, who enjoys the consistent challenge of novel issues
• You are dedicated to achieving excellence and empowers others to tackle the tasks at hand

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

• Bachelor’s degree, preferably in accounting, finance, or related field
• Minimum 5 years professional experience in financial services (investment or commercial banking, consulting, and/or investment management)
• Advanced Microsoft Excel and PowerPoint skills
• High levels of diplomacy, discretion, empathy, and judgement