Associate Adviser - Pathway to PY
Core
Assist Senior Advisers in building relationships with HNW clients by implementing strategies, preparing correspondence, and handling first-point-of-contact duties.
Role type
Associate Adviser (Financial Planning)
Builds
Client strategies and portfolio recommendations
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning concepts, Financial planning software, Financial regulations, Client relationship management, Written communication, Verbal communication
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 Advisers with implementing client compliance requirements