Associate Advisor / Relationship Manager

Bachelor's degree in finance, economics, business administration, or a related field CFP designation 1-3 years experience working as an advisor/planner Ability to juggle multiple projects successfully Ability to learn new concepts and software packages quickly Independently motivated Excellent communication skills Strong work ethic Strong educational credentials and analytical background Ability to identify, meet, and follow through with client’s needs and requirements Ability to interact effectively with office staff Goal-oriented team player Strong attention to detail Excellence in organizational and time management skills Exceptional phone and client service skills Positive and upbeat attitude Experience/ability to work from home while maintaining a professional setting Basic/Intermediate knowledge of Microsoft Excel

Prepare financial plans in coordination with Lead Advisors Participate in client meetings for financial plan delivery and execution Take ownership of day-to-day operational tasks Attend client meetings and coordinate follow-up tasks Coordinate portfolio updates Resolve client requests Collaborate with internal teams (compliance, investment operations, client service) Maintain accurate client records Manage CRM data Generate reports Cultivate and maintain strong relationships with clients Understand clients' financial goals and preferences Identify opportunities for client growth and new business Stay informed on financial market trends and regulatory changes Adhere to regulatory requirements and internal policies Conduct due diligence on prospective clients Implement risk mitigation measures