What are the responsibilities and job description for the Associate Financial Advisor position at Edge Financial Advisors?
Boutique investment management firm is seeking a dynamic and self-directed Associate Advisor to progress along an advisor career path.
The ideal candidate will thrive in a small office environment and support client meetings, attending sessions with Lead Advisors to take detailed notes and learn new advice skills.
Key Responsibilities
- Support preparation for client meetings by ensuring all documentation is ready in advance.
- Lead post-meeting processes, distributing organized notes, identifying and delegating action items, and updating relevant documents.
- Prepare documentation of advice for new and existing clients as directed by Lead Advisors.
The Associate Advisor will work closely with Lead Advisors to ensure all advice implementation activities are completed as needed following client meetings.
Additional Responsibilities
- Conduct research on various investment strategies and other research projects that support the CIO and Advisor.
- Conduct financial modeling of client scenarios utilizing financial planning software.
- Develop and effectively implement systems and tools to increase efficiency and accuracy of the documentation of advice.
The successful candidate will maintain professional competencies, adhere to the firm's ethical standards and cultural values, and demonstrate a strong work ethic by going the extra mile.
Requirements
- Bachelor's degree and one of the following: Series 66/65 or CFP.
- Financial planning industry experience.
- Strong understanding of the financial markets.
- Strong understanding of the advice process.
