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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 standard reports needed in client meetings
• Creating initial investment allocation proposals for clients
• Placing buy/sell orders in client accounts under the direction of senior advisors
• Researching topics related to investments and financial planning, as needed
• Identifying and pursuing appropriate educational qualifications for career growth

Skills & Qualifications

• 0-4 years of experience
• A degree in finance or related field from an accredited four-year institution
• GPA of at least 3.5
• A desire to work towards and pass the exam to become a Certified Financial Planner®
• Strong analytical skills and interpersonal skills
• Sharp attention to detail
• Impeccable ethics and integrity
• Excellent written and verbal communications skills
• Team player and problem solver
• Passionate about helping others and love working with a team
• High regard for Francis Financial’s core values: Passion for excellence; Integrity; Compassion; Communication; Supportive attention

About the company: Francis Financial is an independent, fee-only, boutique wealth management, financial planning and divorce financial planning firm based in New York City, dedicated to providing ongoing comprehensive advice for women. Our firm has a fun and fast-paced environment. The firm has 100% female ownership, and a deep commitment to each team member’s goals and career dreams. We have a fully developed career path for all financial advisors in the firm.

Added Benefits Include:

Insurance - Medical Plan, Dental, Vision, Life and AD&D, Long-Term Disability, Short-Term Disability, Flex Spending Account.

Retirement - Generous Profit-Sharing Plan, Traditional and Roth 401(k), Defined Benefit Plan.

Education - Tuition reimbursement for all Financial Planning Programs and Designations including Exam Fees.  

Equipment – Generous cell phone, cell phone service costs, and laptop stipend. At-home set-up provided by Francis Financial as well as in-office technology equipment suite.

Extra Perks - Monthly education programs, virtual team retreats, and happy hours as well as personal training sessions for the team twice a month. Generous vacation, parental leave, and sabbaticals for long-term employees.

Giving to Charity - Several team members also give back to charity helping women in need through the non-profit called Savvy Ladies, which the firm owner founded two decades ago.

Remote Work Environment - The team gathers two times a month in the physical office in downtown New York City. Therefore, the candidate should live within a few hours of New York City. Summer months are fully remote so candidates can spend time with their families and loved ones anywhere in the world.

Compensation: We offer a competitive salary with bonuses and benefits.

Starting Date: We are looking for a hire starting as soon as possible.  

Please submit your resume and cover letter explaining why you want to work with our Francis Financial team to [email protected].

For more information about Francis Financial, Inc. please see our website www.francisfinancial.com