Senior Financial Associate
Core
Lead contact for assigned families, conducting in-depth portfolio analyses and executing approved transactions to assist with financial and life planning.
Role type
Senior Financial Associate (FA)
Builds
Client financial plans and investment portfolios
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Portfolio analysis, transaction execution, regulatory compliance, investment research, risk assessment, financial planning
Preferred skills
CFP designation, CDFA designation, Bachelor's Degree
Technologies
Internal financial planning software, Microsoft Office
Responsibilities
Serve as lead contact for assigned families, conduct in-depth analyses of client portfolios, research and select suitable investments, promptly execute approved transactions, collect and analyze client financial information, monitor and evaluate clients' investment needs and progress.