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Associate Advisor, Wealth Management

2 months ago

Charlotte, United States Choreo, LLC Full time

Our Charlotte, North Carolina office is seeking an Associate Advisor to assist clients, wealth advisors, and other team members in various roles to serve a client base consisting of high-net-worth families and business owners. In this role, you will become familiar with multiple aspects of the wealth management practice, including operations, investment management, case development, the client service model, and new business acquisition.

Primary Responsibilities:

Serve on the client service team to assist in managing client relationships.

Involvement in client and prospect meetings as well as networking opportunities.

Develop competency with our eMoney financial planning software to assist in developing financial plans.

Responsible for preparing investment (portfolio) analysis and financial-related projects as needed.

Develop competency in our CRM, manage workflows and related documentation requirements.

Facilitate best practices and assist in monitoring and satisfying compliance requirements.

Basic Qualifications:

Undergraduate Degree, preferably in a business-related field

3 to 10 years of experience in the Wealth Management/Financial Services industry

Experience with Schwab Institutional, eMoney Advisor, Black Diamond, and other financial planning software tools, including CRM systems

Excellent verbal and written communication skills for working with prospects, clients, and team members

Ability to work efficiently, effectively, and independently to see projects through to conclusion

Excellent organizational skills with the ability to prioritize multiple tasks, projects, and assignments

Basic knowledge of income taxes and effects of portfolio transactions on income taxes

Ability to register as an Investment Adviser Representative–active series 65 registration–or willing to obtain within 90 days of employment

CFP preferred

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