Associate Wealth Advisor / Financial Planner
Core
Provide proactive financial advice and support to High Net Worth clients, facilitating meetings with Investment Advisors and managing client relationships.
Role type
Associate Wealth Advisor / Financial Planner
Builds
Client service plans, business growth strategies, and client segmentation exercises
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial planning, client relationship management, business plan execution, market research, portfolio rebalancing support, regulatory compliance (IIROC/RR), CFP/PFP designation
Preferred skills
HNW client experience, Centers of Influence (COI) management, business application proficiency
Technologies
Microsoft Office Suite
Responsibilities
Facilitate client meetings and events with Investment Advisors, respond to client account inquiries, execute business and client service plans, identify asset consolidation opportunities, support new client acquisition, conduct market research, coordinate Wealth Management activities
Seniority
Mid-level, hands-on IC