Associate Wealth Advisor

Responsibilities

• Support and manage a portion of client relationships in advisor team book of business
• Effectively deliver and launch sales process discipline, helping to prospect for new business and expand client relationships
• Possess knowledge and demonstrate ability to assist Financial Advisors in presenting total wealth management solutions including investment research, selection of investments and overall financial planning
• Develop customized asset allocation strategies and investment solutions for clients; including risk management/insurance and tax/estate planning and develop customized investment solutions and asset allocation strategies for clients
• Provide support for overall client relationship building, business development activities, and effective service model execution
• Perform business analytics as needed to support financial advisors in the growth of the business
• Attend portfolio performance reviews; analyze and interpret portfolio performance and make recommendations to financial advisors for potential change
• Attend sales meetings and assist with client prospecting and marketing
• Attend coaching sessions and training events to improve sales skills and industry knowledge

Qualifications

• Proactive self-starter that is organized with a strong attention to detail and problem-solving skills
• Strong time management with competing priorities
• Outstanding interpersonal skills with the ability to build and foster relationships with clients, coworkers, and internal/external partners
• Ability to analyze and research information with a logical approach to problem solving
• Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint
• 3 years of experience in client service, within the finance sector preferred
• Bachelor's degree or equivalent in Finance or Business Administration preferred

Skills

• Knowledge of investment research and financial planning
• Ability to develop and implement customized investment solutions
• Strong analytical and problem-solving skills
• Excellent interpersonal and communication skills
• Proficiency in CRM tools and Microsoft Office Suite

Benefits

• Competitive salary range of $58,500 - $70,000, depending on experience and other factors
• Eligibility for sales incentive compensation

Schedule

• Full-time position