Associate Advisor
Core
Support Investment Advisors in delivering proactive advice, managing client relationships, and executing business growth strategies within wealth management.
Role type
Associate Advisor (Wealth Management)
Builds
Client service plans, business growth strategies, and advisory team support
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, business planning, market research, documentation management, problem resolution, trading support
Preferred skills
Investment industry experience, analytical skills, attention to detail
Technologies
Microsoft Office Suite, business applications
Responsibilities
Facilitate meetings and events for Investment Advisors, respond to client account inquiries, execute business plans and client segmentation, identify asset consolidation opportunities, support new client acquisition, conduct market research, coordinate with internal specialists
Seniority
Entry to Mid-level, individual contributor