Associate Financial Advisor
Core
Support a Senior Financial Advisor in managing client relationships, conducting financial planning, and delivering investment solutions for high-net-worth clients.
Role type
Associate Financial Advisor (entry-level IC)
Builds
Wealth management strategies and client experiences
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial planning, investment research, client relationship management, account administration, regulatory documentation, financial technology proficiency
Preferred skills
Direct sales experience, options knowledge
Technologies
eMoney
Responsibilities
Partner with a Senior Financial Advisor to support and deepen client relationships; Participate in client meetings and assist with financial planning, portfolio reviews, and investment recommendations; Conduct investment and market research to support client conversations; Learn and utilize financial planning technology to develop comprehensive client strategies; Collaborate with internal specialists to deliver customized wealth management solutions; Support business development efforts through client outreach and portfolio conservation; Assist with account administration, servicing requests, and regulatory documentation.
Seniority
Junior, mentored IC