Associate Advisor, Wealth Management
On-site
Core
Provide exceptional client service, execute investment and wealth strategies, and support Premier advisory teams at a branch office.
Role type
Associate Investment Advisor (Wealth Management)
Builds
Client portfolios and wealth management strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment analysis, client relationship management, trade execution support, financial planning, contact management, Microsoft Office (Excel, Word, PowerPoint), regulatory compliance
Preferred skills
CFP designation, Finance/Economics/Business degree
Responsibilities
Execute investment strategies, conduct investment research and analysis, manage client communications, support trade execution, assist in team strategy development, plan events
Seniority
Mid-level, experienced IC