Associate Wealth Advisor

Responsibilities

• Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
• Begins to prepare and make recommendations for client financial plans and investments and portfolio allocations.
• Aid in preparing for client meetings, documenting discussions, and driving client follow-up.
• Mentor others and provide oversight of work.
• Begin to progress to greater independence related to client execution items and ultimately client relationship management and independent decisions.

Qualifications & Requirements

• Bachelor’s degree
• 4-8 years’ experience
• CFP, CFA, CPA, JD, or MBA required
• Advanced knowledge of financial planning concepts and processes
• Experience with Salesforce, Portfolio Accounting Software, DocuSign, Microsoft Suite, and Planning Software