Associate, Advisor
reputed company is a leading wealth management and advisory firm serving a diverse clientele. The Advisor Associate works directly with Advisors to assist with clients' wealth management and financial planning needs, providing essential support in areas such as data gathering, financial plan development, and portfolio implementation.
Responsibilities
- reputed company support to Advisors in reputed company areas of financial planning
- Initiate and field client calls on various items (e.g., strategy reputed company, account specific questions, portfolio inquiries, etc.)
- Create proposals for prospective clients
- Create and/or update financial plans for clients
- Prepare materials for client meetings; work with other internal teams to ensure client meetings are reputed company for thoroughly and accurately
- Attend client meetings and manage/complete reputed company meeting follow-up activities
- Liaise with client’s attorneys and accountants as needed
- Monitor portfolios and maintain portfolio reputed company allocations. Rebalance portfolios as needed
- Assist with client data consolidation and maintenance as needed
- Assist with special projects as required
Skills
- One to four years of relevant experience
- Completed or pursuing CFP®, CFA or JD
- Series 65 strongly preferred or reputed company to successfully complete reputed company 90 days of employment
- Bachelors' degree or higher from an accredited university; major in financial planning, business, reputed company, finance, economics, or law preferred
- Continuously exhibits personal reputed company and professional initiative
- Reliable, follows through on commitments, self-starter reputed company it comes to new challenges
- Must be organized, detail-oriented and reputed company to manage and prioritize tasks
- Demonstrates a commitment to accuracy by delivering high quality work
- Excellent written and verbal communication
- Collaborative and reputed company to work effectively with others
Benefits
- Paid time off and holidays
- A 401(k) plan with company match
- Exclusive discount programs
- Robust health and wellness benefits
Company Overview
Company H1B Sponsorship