What are the responsibilities and job description for the Junior Advisor position at Boutique Recruiting?
Job Description
A trusted wealth management and financial planning firm in Pearl River, New York, is seeking a Junior Advisor to play a key role in their team. This position focuses on building client relationships, supporting financial planning efforts, executing trades, and assisting with portfolio management.
Junior Advisor Responsibilities:
- Support senior advisors with client account management and assigned client tasks
- Assist in building a client base and raising capital through relationship building
- Transition from a support role to a full advisory position, generating revenue and maintaining client satisfaction
- Utilize systems such as LPL, Black Diamond, E-Money, and Redtail CRM to enhance client servicing
- Provide operational support in onboarding and maintaining client accounts
- Contribute to the firm's collaborative and entrepreneurial culture
Junior Advisor Requirements:
- Series 65 license or willingness to obtain it
- 2-3 years of experience in a client-facing role at a small RIA or bank
- Strong communication, interpersonal, and technical skills
- Confidence in utilizing financial technology system
- Preferred background as an athlete or experience showcasing team collaboration and dynamic personality traits
Benefits:
- Competitive base salary with additional compensation tied to performance
- Medical, dental, and vision coverage, with significant employer contribution
- Flexible work schedule with opportunities for remote work
- PTO policy with flexibility based on mutual trust
- Growth opportunities to transition into a full advisory role while building your book of business
