Investment Advisor
Core
Assist Wealth Advisors in managing client portfolios, developing financial strategies, and providing support to clients.
Role type
Investment Advisor (Wealth Management Support)
Builds
Client financial plans and investment strategies
Domain
Wealth Management / Financial Planning
Deliverable
client delivery
Required skills
Financial planning, Investment management, Financial data analysis, Client relationship management, Regulatory compliance, Financial software proficiency
Preferred skills
Post-secondary education in finance, Relevant financial licenses (CSC, CPH, CIM, CFP), Experience in wealth management
Technologies
Financial software, Microsoft Office Suite
Responsibilities
Develop and implement financial plans, Analyze financial data for investment strategies, Maintain client contact, Monitor market trends, Prepare client reports and presentations, Collaborate with wealth managers, Handle administrative duties, Ensure regulatory compliance
Seniority
Individual Contributor, Support Level