Associate Financial Advisor

4 weeks ago


Philadelphia, United States TalentWealth Full time

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Philadelphia, PA is an independent wealth management team that manages over $100M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their team.


Position Summary:

The Associate Advisor is an integral part of the firm's growth and client engagement. In this role, the Associate advisor is responsible for servicing existing clients, including running service meetings, re-analyzing risk and client goals, updating financial plans, and fulfilling ad-hoc client requirements throughout the year. As the role progresses the advisor will bring on new clients and develop a book of business with the associated rewards.


Additional responsibilities and duties include, but are not limited to: investment research, marketing, and team projects that will provide valuable experience in the operations of a financial advisory firm.


Responsibilities:

• Providing a best-in-class service experience to a select group of clients. This entails

frequent communication with clients – both verbally and in writing.

• Providing direct support to the Partners in daily aspects of client service, meeting

preparation, advising, and financial planning.

• Assisting with business development efforts and generating proposals.

• Coordinating timely investment implementation for new client accounts within internal

guidelines.

• Managing client data and notes in various internal systems including the firm’s portfolio

management database (Orion) and CRM (Salentica).

• Developing an in-depth understanding of portfolio construction and risk management.

• Communicating with the custodian and separate account managers regarding client

service issues.

• Other duties as assigned.

• Additional duties may entail investment research, marketing, and participation in team

projects.


Qualifications:

• Four-year college degree (bachelor’s degree in finance, Business or Economics preferred).

• Series 65, or Series 66 and 7 combined.

• Excellent written and verbal communication skills, including telephone, video calls, e-mail,

and in-person meetings.

• Strong organizational, analytical, and interpersonal skills.

• Ability to excel in a fast-paced, team environment.

• Positive attitude and ability to collaborate with colleagues.

• Proficiency in Microsoft Office applications is necessary.

• Basic, fundamental understanding of the finance industry.

• Prior experience in the financial services industry.



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