Associate Financial Advisor
Core
Provides essential support to wealth advisors through meeting preparation, client service, data gathering, financial plan development, and workflow coordination.
Role type
Associate Financial Advisor (support IC)
Builds
Comprehensive financial plans, client meeting materials, and post-meeting summaries for wealth management clients.
Domain
Financial Services / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Data gathering, financial report preparation, meeting scheduling, Salesforce documentation, post-meeting follow-up, prospecting support, research on planning strategies
Preferred skills
Financial services experience, foundational investment concepts, interest in CFP certification
Technologies
Salesforce, financial planning software
Responsibilities
Ensure accurate client information for financial plans; schedule client meetings and produce preparation materials; participate in meetings and enter documentation into Salesforce; draft post-meeting summaries; initiate follow-up tasks like investment changes and contribution processing; gather client data and prepare reports; support advisors with research on strategies and market trends; assist in prospecting and relationship building
Seniority
Entry-level to Junior, hands-on support