What are the responsibilities and job description for the Junior Financial Advisor position at Metcalf Partners Wealth Management?
Company Description
Metcalf Partners Wealth Management is a fast growing boutique Financial Planning and Asset Management Company that passionately desires to help clients make empowered decisions with their money.
Role Description
This is a full-time on-site role for a Junior Advisor to the Managing Partner at Metcalf Partners Wealth Management. The Junior Advisor will be an extension of the Managing Partner, assisting with meeting prep and follow up, sitting in on meetings and taking notes, and client service tasks. This person will be responsible for building financial plans in E-Money, Uploading and building tax scenarios in Holistiplan, and creating portfolio comparisons in Nitrogen among other things.
Qualifications
- Financial planning and retirement planning skills
- Finance and investments knowledge
- Experience in financial advice and trading
- Excellent communication and interpersonal skills
- Attention to detail and strong organizational skills
- Securities Licenses Required
- Bachelor's degree in Finance, Business, or related field is preferred
- CFA or CFP designation is a plus