Associate Wealth Advisor

Job description

As associate wealth advisor, you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful associate wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities: - Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients - Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions - Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items - Critical in supporting, retaining and building meaningful client relationships - Participate in the sales process in partnership with team to build new client relationships - Actively develop skills in various software programs for investment and financial planning Qualifications: - Bachelor’s degree (degrees in fina...