Associate Advisor

Job description

Job Description Summary Relationship driven. Planning focused. Elevated Wealth Management is a team driven by the motivation to help our clients achieve their goals. Our team is growing, and as such we are seeking an Associate Advisor who shares our vision and values. The Associate Advisor is an integral part of our team. The ideal candidate has a servant heart and teacher mentality. Additionally, they are registered, have strong client relationship management skills, and thrive in a team-oriented environment. Ready to take the next step? Read on and apply below. Job Description: Essential Duties and Responsibilities: - Proactively manage and deepen relationships with assigned clients, ensuring timely and effective communication and service. - Be the main point of contact for assigned client needs and ensure all client concerns are addressed. - Schedule, attend, and facilitate client meetings (in partnership with the financial advisor) to review portfolios, performance, and goals. - Manage client referrals, ensuring smooth onboarding and integration into the firm. - Conduct quarterly and annual client reviews to align financial goals - Provide updates on market trends, portfolio pe...