What are the responsibilities and job description for the Wealth Management Advisor position at Interlock Financial?
**Welcome to Interlock Financial**
We're a leading provider of comprehensive wealth management and retirement income planning solutions. Our team of experienced professionals is dedicated to delivering exceptional client service and expert financial guidance.
The Associate Financial Advisor will play a key role in our team, supporting senior advisors with analysis, client service and technical assistance.
**Job Description:**
- Meet with clients to discuss their financial plans and investments
- Support senior advisors with client meetings and note-taking
- Enter data into financial planning software and prepare draft plans
- Analyze asset allocation and generate rebalancing trades
- Research investment managers and services, and their pricing
- Interface with brokers and custodians to obtain information and convey service requests
- Assist in generating performance reports
**Requirements:**
- 5 years experience in the financial services industry
- Bachelor's degree in Finance, Economics, Business, or related field
- Strong financial planning and retirement planning skills
- Experience in providing financial advisory services
