What are the responsibilities and job description for the Investment Planning Associate position at Edge Financial Advisors?
Company Overview
Edge Financial Advisors is a boutique investment management firm dedicated to providing exceptional financial services to our clients. Our team of experienced professionals is committed to delivering personalized advice and guidance to help our clients achieve their financial goals.
Job Description
The Financial Services Advisor position is ideal for a dynamic and self-directed individual who thrives in a small office environment. As an Associate Advisor, you will work closely with Lead Advisors to develop advice strategies, conduct research, and prepare documentation of advice for new and existing clients.
Key Responsibilities
* Support client meetings by attending with Lead Advisors, taking detailed notes, and learning new advice skills
* Work with Lead Advisor on advice strategy
* Conduct research on various investment strategies and other research projects that support the CIO and Advisor
* Prepare documents such as financial plans and submit for review and make modifications as required
Requirements
* Bachelor's degree and one of the following: Series 66/65 or CFP
* Financial planning industry experience
* Strong understanding of the financial markets and the advice process
Benefits
We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
Edge Financial Advisors is a boutique investment management firm dedicated to providing exceptional financial services to our clients. Our team of experienced professionals is committed to delivering personalized advice and guidance to help our clients achieve their financial goals.
Job Description
The Financial Services Advisor position is ideal for a dynamic and self-directed individual who thrives in a small office environment. As an Associate Advisor, you will work closely with Lead Advisors to develop advice strategies, conduct research, and prepare documentation of advice for new and existing clients.
Key Responsibilities
* Support client meetings by attending with Lead Advisors, taking detailed notes, and learning new advice skills
* Work with Lead Advisor on advice strategy
* Conduct research on various investment strategies and other research projects that support the CIO and Advisor
* Prepare documents such as financial plans and submit for review and make modifications as required
Requirements
* Bachelor's degree and one of the following: Series 66/65 or CFP
* Financial planning industry experience
* Strong understanding of the financial markets and the advice process
Benefits
We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive compensation package.
