Associate Financial Advisor
Core
Provide specialized wealth management services including financial planning, portfolio management, and investment analysis to support Financial Advisors and their clients.
Role type
Associate Financial Advisor (Wealth Management)
Builds
Customized annual financial plans and investment solutions for individuals and families
Domain
Financial Services / Wealth Management
Required skills
Financial planning, Portfolio management, Investment analysis, Data analysis, Client relationship management, Financial education, Marketing support, Opportunity tracking, Team consultation, Revenue monitoring
Preferred skills
AI-enabled tools adoption, Presentation skills, Self-starter mindset
Technologies
AI-enabled solutions, Financial planning software, CRM tools
Responsibilities
Review and analyze data to create customized annual financial plans, Deliver financial plans to clients, Provide financial education on topics like social security and tax returns, Identify investment solutions to implement plans, Assist with marketing efforts and newsletter creation, Research relevant news articles for clients, Document and support closing of opportunities, Serve as a team specialist for financial planning queries, Monitor client revenues related to planning work, Engage clients to position Advisors for additional business
Seniority
Mid-level, client-facing IC