Associate Advisor
Core
Associate Advisor managing client relationships, portfolio reviews, and financial planning for individuals, families, and business owners.
Role type
Associate Advisor (Financial Planning)
Builds
Personalized financial strategies and client service experiences
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Client Relationship Management, Financial Planning, Portfolio Management, Compliance Standards, Market Analysis, CRM Software, Microsoft Office Suite, Financial Planning Software
Preferred skills
Investment Concepts, Securities Industry Knowledge, Trading Terminology
Responsibilities
Manage and deepen client relationships, Schedule and facilitate client meetings, Conduct quarterly and annual client reviews, Provide market updates and portfolio performance reports, Handle client referrals and onboarding, Ensure compliance with documentation standards
Seniority
Mid-level, hands-on IC