Associate Financial Advisor
4 days ago
The Associate Financial Advisor will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in tech-forward, innovative wealth management business that is disrupting incumbents. This is a collaborative environment, working with High Net Worth clients, serving them in a fiduciary capacity. This role is instrumental in ensuring clients have a positive experience that exceeds their expectations.
The Associate Financial Advisor will:
- Assist the advisory team as they meet with clients, gather client information and understand their overall financial needs, identify value-added services that the team can provide, help develop clients' financial plans, implement proposed strategies across investing, tax, estate planning, insurance, debt/cash management, and career advisory that will optimize the wealth potential of clients and provide ongoing account reviews
- Organize and schedule client appointments; onboard new clients and support existing clients
- Attend client meetings, take detailed notes, and review meeting takeaways with advisors
- Help with preparation for and follow-up for client financial plans, investment planning, insurance reviews, and estate planning analysis
- Respond to client service requests in a timely manner
- Comply with all regulatory requirements, including licensing and registrations to ensure sufficient controls to prevent errors, fraud, and misstatements of financial results
- 2 or more years of experience working in the wealth management industry
- B.A. or B.S. degree, preferably in Financial Planning, Finance, Accounting, or Economics
- Series 65 licensed (or become licensed in first 60 days of employment)
- Insurance licenses (or a desire to obtain them) are a plus
- CFP® certification is a plus
- Strong analytical and problem-solving skills
- Excellent work ethic, detail-oriented with the ability to prioritize and organize workflows
- Excellent written and verbal communication skills
- CRM experience (e.g, Salesforce), MoneyGuidePro, Orion, and Fidelity WealthScape a plus
- Some travel may be required
- An attractive total compensation package, including base salary + bonus
- Employer-sponsored health insurance (mental, dental, vision)
- 401k + 5% match
- Paid time off
#PTS
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