What are the responsibilities and job description for the Associate Support Advisor position at Azzad Asset Management?
Company Description
Azzad Asset Management is a leader in faith-based, Islamic investing (or halal investing). It specializes in socially responsible strategies that align with Islamic finance principles.
Role Description
We seek an experienced Associate Support Advisor to work closely with the CEO in managing relationships with high-net-worth clients in our Falls Church, Virginia office. The Associate Advisor actively manages client relationships, leads meetings, and delivers comprehensive financial planning services focusing on tax and estate planning. While the CEO will provide oversight and participate in meetings as needed, the Associate Advisor will be the primary point of contact.
Qualifications
· Bachelor’s degree in finance, accounting, economics, or a related field
· CFP or ChFC designation is required
· 3-5 years in a similar role within a fast-paced, registered investment advisory firm
· Proficiency in Salesforce, Financial planning software, and Excel
· Strong grasp of tax, estate, retirement, and charitable planning strategies
· Strong understanding of investment principles and asset allocation
· Excellent communication and organizational skills
· Critical thinking and problem-solving with a high degree of accuracy