What are the responsibilities and job description for the Associate Financial Advisor position at Lead Advisor?
About the Company - Lead Advisor is a wealth management consulting and search firm. This role is for a client in Southport, Connecticut. For other roles, check out jobs.lead-advisor.com
About the Role - Our client, a top recognized RIA in Southport, Connecticut is seeking a highly motivated and detail-oriented individual to join their team as an Associate Financial Advisor. In this role, you will be integral to the commitment to delivering an exceptional client experience. This role will collaborate closely with client-facing advisors and other team members to ensure an exceptional client experience. The ideal candidate will be passionate about investment design, operations, and holistic financial planning.
Core Responsibilities
- Serve as the Service Manager for a subset of the company's clients.
- Execute delivery of financial plans and case preparation for client meetings.
- Serve as the focal point for coordinating workflow and service for clients and prospects.
- Serve as the Relationship Manager for a subset of the company's clients.
- Maintain up to date client contact information, demographic and beneficiary data and client segmentation status.
- Maintain accurate and thorough records of all client interactions in CRM
Qualifications
Required
o Bachelor’s degree with a major in finance, economics, accounts, financial planning or related field or equivalent experience.
o 2-5 years in the wealth management or investment management industry.
o Working toward CFP designation.
Key Characteristics
Strong ability to cultivate, produce, and maintain relationships.
Approachable, respectful, and inclusive communication.
Ability to give and receive constructive feedback.
Ability to maintain confidentiality.
Excellent verbal and written communication skills.
Superior verbal and written communication and interpersonal skills.
Extremely proficient in Microsoft Office Suite or related software.
Excellent organizational skills and attention to detail.
Excellent analytical, decision-making, and problem-solving skills.
