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An Associate Advisor is responsible for independent, ongoing management of existing client relationships with the support of more senior advisors. You will help formulate and implement investment and financial planning advice. Job Responsibilities include but are not limited to: Assisting senior advisors with ongoing management of existing client relationships as well as working with new clients Attending client meetings and fielding basic and general administrative, financial planning and investment questions Gathering client data, inputting data in relevant financial planning software under the guidance of more senior advisors Generating client quarterly portfolio performance reports and other st