Associate Wealth Advisor
Core
Provide proactive investment advice and support to clients, assisting in developing investment strategies and selecting products to help achieve financial goals.
Role type
Associate Wealth Advisor
Builds
Client financial plans and investment portfolios
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Investment strategy development, Financial planning, Client relationship management, Prospecting and networking, Portfolio management, Market research
Preferred skills
Wealth Management Essentials, QAFP, CFP
Technologies
Microsoft Office Suite
Responsibilities
Assist customers in developing investment strategies and selecting products, Support cross-sells of banking services, Expand existing and develop new customer relationships, Establish individual financial plans and build investment portfolios, Manage client relationships and lead meetings, Conduct ongoing research on markets and investments