Associate Adviser
Core
Provide one-on-one support to Senior Financial Advisers, research and prepare recommendations for complex financial planning strategies, investment advice, and personal insurance advice, and deliver technical support within a changing legislative landscape.
Role type
Associate Financial Adviser
Builds
Financial planning strategies, investment advice, and personal insurance advice for clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial planning expertise, investment advice knowledge, personal insurance advice knowledge, legislative compliance knowledge, research capabilities, recommendation preparation
Preferred skills
Autonomy, teamwork
Technologies
None stated
Responsibilities
Provide one-on-one support to Senior Financial Advisers; Research and prepare recommendations containing complex financial planning strategies, investment advice and personal insurance advice; Provide financial advisers with technical support within a changing legislative landscape; Attend client meetings and manage meeting notes
Seniority
Junior to Mid-level IC