Associate Financial Advisor
Core
Support a Senior Financial Advisor in managing client relationships, delivering financial planning, and executing investment strategies for high-net-worth individuals.
Role type
Associate Financial Advisor (entry-level IC)
Builds
Wealth management strategies and investment portfolios for high-net-worth clients
Domain
Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Financial planning, investment research, client relationship management, regulatory compliance, account administration, financial technology proficiency
Preferred skills
Direct sales experience, options trading knowledge
Technologies
eMoney
Responsibilities
Partner with a Senior Financial Advisor to support and deepen client relationships; Participate in client meetings and assist with financial planning, portfolio reviews, and investment recommendations; Conduct investment and market research to support client conversations; Learn and utilize financial planning technology to develop comprehensive client strategies; Collaborate with internal specialists to deliver customized wealth management solutions; Support business development efforts through client outreach and portfolio conservation initiatives; Assist with account administration, servicing requests, and regulatory documentation.