Are you an Associate Advisor eager to advance your career and become a CFP®? We’re looking for a motivated individual who is starting their CFP® studies or has passed the exam and is working toward their credential. This role offers exceptional learning opportunities while collaborating with a small but dynamic advisory team. You'll focus on data gathering and analysis, develop financial planning recommendations, and implement portfolio management strategies, all while providing excellent client service and support as you grow into a lead role on assigned client relationships.
We value a team player with a proactive attitude who is willing to dig in and contribute to our clients' success. If you have experience supporting clients and advisors, we’d love for you to apply! Strong communication skills and a passion for helping clients succeed are essential—come join us and help shape our clients' financial futures!
Areas of Responsibility:
- Client relationship management for clients, including ongoing and regular client contact and communication and engagement in client meetings.
- Client service, including client meeting preparation, portfolio changes and reviews, information data gathering, implementation of recommendations, account service and maintenance, and reporting.
- Support new client onboarding by gathering data, following up on documents, and supporting account opening processes while tracking tasks in the CRM to ensure timely completion.
- Comprehensive financial planning including coordination of asset management, estate planning, and risk management.
- Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management).
- Client and team meetings, as required; special projects, as appropriate; backup for client service operations.
- Periodic service as a member of the Investment Committee and Financial Planning Committee.