Associate Advisor
Core
Provide proactive advice and support to clients and Investment Advisors, facilitating meetings, managing client inquiries, and executing business plans to deepen relationships and grow the business.
Role type
Associate Advisor (Wealth Management)
Builds
Client service plans, business plans, and client segmentation exercises
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Registered Representative (RR) approval, Wealth Management Essentials (WME) or Investment Management Techniques (IMT) completion, University degree, Business application proficiency, Client account inquiry management
Preferred skills
4+ years investment industry experience, Analytical skills, Problem resolution skills
Technologies
Microsoft Office Suite
Responsibilities
Facilitate meetings and events for Investment Advisors, Respond to client account inquiries and manage follow-ups, Execute business plans and client segmentation, Support trading and portfolio rebalancing, Coordinate activities with internal Wealth Management specialists
Seniority
Entry-level to Mid-level