Advisor Development Program Client Associate
Core
Entry-level support role for Financial Advisors, providing client service, business growth support, and operational assistance while progressing through a development program to become a Financial Advisor.
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, business development, investment solutions advisory, pipeline management, issue management, administrative services, trade operations management, prioritization, oral and written communications
Preferred skills
Self-starter mindset, results-driven growth mindset, entrepreneurial mindset, ability to work independently and collaboratively, computer/technical literacy
Technologies
Microsoft Suite
Responsibilities
Provide client service support to Financial Advisors, assist with business growth functions, ensure timeliness and accuracy in client materials, identify and maintain client relationships, partner with advisors on risk and investment products
Seniority
Entry-level, training-focused IC