Associate Advisor
Core
Provide investment and wealth management advice to clients, execute investment strategies, and support portfolio managers in a premier team.
Role type
Associate Investment Advisor (Wealth Management)
Builds
Client portfolios and investment strategies
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Investment research, trade execution, client relationship management, financial planning, contact management, Microsoft Office (Excel, PowerPoint)
Preferred skills
Hebrew language skills, Options licensing, Insurance licensing, CIM or CFP designations
Technologies
Contact management systems, Microsoft Office Suite
Responsibilities
Provide world-class client service, execute investment strategies, assist in developing team investment strategies, conduct investment research and analysis, support PM in identifying new business opportunities, manage daily tasks via contact management system
Seniority
Mid-level, hands-on IC