Advisor Development Program Client Associate
Core
Entry-level client service support role for Financial Advisors in Wealth Management, progressing to a full Financial Advisor position.
Role type
Entry-level Wealth Management Client Associate (Advisor Development Program)
Builds
Client relationships and business growth for Financial Advisors
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Client relationship building, prospecting and networking, investment product recommendation, business development, compliance adherence, time management, self-starter mindset
Preferred skills
Bachelor's degree, 1+ year work experience, adaptability to new technology
Technologies
Microsoft Suite
Responsibilities
Provide client service support to Financial Advisors, obtain Securities Industry licenses (SIE, Series 7, Series 66), source prospective clients, recommend investment products, ensure compliance with bank policies, manage client materials and requests
Seniority
Entry-level, training-focused IC