Associate Adviser - Pathway to PY
Core
Assist Senior Advisers in building relationships with High Net Worth clients and implementing client strategies.
Role type
Associate Adviser (Financial Planning)
Builds
Client strategies and portfolio recommendations
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
financial planning concepts, financial planning software, financial planning legislation and regulations
Responsibilities
Assist Senior Advisers in implementing client strategies and portfolio recommendations; serve as first point of contact for clients; produce standard and tailored client correspondence; prepare research and documentation for client meetings; assist with implementing client compliance requirements
Sourced via viewjobs · Listed on CareerPlan, which tracks 70,000+ jobs from 20+ sources.