What are the responsibilities and job description for the Associate Advisor position at Disability Solutions?
Role Overview
The Associate Advisor will play a key role in supporting financial advisors, developing client relationships, and contributing to financial planning, investment research, and portfolio management . This position provides a hands-on experience with client engagement, plan development, and market analysis , offering a strong path to career growth in financial advising.
Key Responsibilities
Participate in client meetings , prepare agendas, and follow up on action items to ensure all client needs are met.
Assist in the development and implementation of financial plans , providing tailored solutions for clients.
Analyze client financial data and recommend appropriate investment and retirement strategies.
Conduct market research and investment analysis to provide insights to advisors and clients.
Maintain and strengthen client relationships , serving as a trusted point of contact.
Monitor client accounts to ensure alignment with financial objectives and risk tolerance.
Stay informed on industry trends, investment products, and regulatory changes , sharing insights with the team.
Qualifications
Bachelor’s degree in Finance, Business, Economics, or a related field .
Commitment to earning a CFP designation within 2-3 years .
Minimum of 2 years of experience in the financial services industry.
Series 7, 63, and / or 65 licenses
Strong knowledge of financial markets, investment strategies, and portfolio management .
Excellent communication and relationship-building skills .
Detail-oriented, organized, and able to multi-task in a fast-paced environment .
Passionate about helping clients achieve their financial goals and long-term success .
Why Consider This Role?
Opportunity to join a respected firm focused on client-centered financial planning .
Work alongside experienced advisors and gain direct mentorship and career development .
Exposure to high-net-worth clients and complex financial planning strategies .
Competitive compensation, professional growth opportunities, and the potential for future advancement.
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