Associate Wealth Advisor - Salal Credit Union
Core
Provide investment and relationship management support to senior advisors, manage a portion of the client book of business, and assist in business development.
Role type
Associate Wealth Advisor
Builds
Client relationships and wealth management solutions
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client relationship management, sales process execution, financial planning, asset allocation strategy, risk management, insurance planning, tax/estate planning, business analytics, CRM proficiency, Microsoft Office suite
Preferred skills
3+ years in client service within finance, Bachelor's in Finance or Business Administration
Technologies
CRM applications, Microsoft Word, Excel, PowerPoint
Responsibilities
Support and manage a portion of client relationships, deliver sales process discipline and prospect for new business, assist in presenting total wealth management solutions, develop customized asset allocation strategies, support client relationship building and business development, perform business analytics, participate in portfolio performance reviews, attend sales meetings and coaching sessions
Seniority
Entry-level to Mid-level IC