Associate Wealth Advisor
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, customized asset allocation strategies, and total wealth management solutions
Domain
Wealth Management / Financial Services
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 (Word, Excel, PowerPoint)
Preferred skills
3+ years in client service within finance, Bachelor's degree in Finance or Business Administration
Responsibilities
Support and manage client relationships, prospect for new business, assist advisors in presenting wealth management solutions, develop customized investment strategies, perform business analytics, participate in portfolio performance reviews, attend sales meetings and training
Seniority
Individual Contributor