Associate/Support Advisor

The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing, requiring a strong understanding of the financial services industry and products.

Requirements

• Supports Lead Advisor, including managing client needs regarding service, asset allocation, case design and financial planning
• Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation/notes
• Manage data and plans in financial planning software
• Learn the technical aspects of the advisor position and prepare to service clients independently
• Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
• Deepen client relationships and establish credibility and rapport both in person and via phone/video meetings
• Clearly articulate complex concepts to clients
• Proactively communicate with clients and follow up on all contacts assigned
• Manage and prioritize multiple competing priorities daily in pursuit of business objectives
• Active engagement in marketing and sales efforts on behalf of the firm
• Commitment to culture requires a demonstration of professionalism, accountability, client focus, and teamwork

Benefits

• 401k Matching
• Tuition Reimbursement
• Relocation Assistance
• Generous Paid Time Off
• Four Day Work Week
• Generous Parental Leave