Associate Advisor

The Associate Advisor serves as an integral part of our team. This great communicator, influencer and enthusiastic person will support the vision, positive culture, and team spirit. They will focus on team and client success, client service, trade and project managing assignments. The Associate Advisor requires good time management skills and must be flexible in a fast paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.

Role & Responsibilities:

• Build and maintain client relationships in partnership with the Senior Financial Advisors
• Attend meetings held by the Senior Financial Advisors with clients; conduct solo meetings with clients as appropriate
• Work with clients to ensure action items are thoroughly executed and documented
• Embrace investment strategy of the firm and provide investment education and recommendations
• Assist Senior Financial Advisors with data collection and input into financial planning software
• Handle client-related requests and account service inquiries without advisor input
• Assist clients with implementation of recommended and agreed-upon strategies
• Initiate trading to satisfy client withdrawals and deposits
• Work together to transfer existing clients, freeing up the Senior Financial Advisors to continue to drive growth and direction of the firm

Experience & Education:

• A bachelor’s degree and/or related work experience is preferred
• Ideally 2-3 years of experience in a financial services firm. Working knowledge of financial planning topics and strategies; basic understanding of industry rules and regulations is required
• Experience working with various Custodian Platforms (Pershing, Fidelity, Schwab, etc.)
• Experience with CRM, financial planning, and portfolio management software strongly preferred
• Strong leadership experience demonstrated
• Strong academic and professional background
• Exceptional communication and presentation skills
• Strong attention to detail, poised, organized, and keen sense of urgency
• Able to manage multiple tasks efficiently
• Strong Excel skills and experience with Microsoft Office products
• Strong problem-solving skills and the ability to understand complex issues
• Team player
• Series 65 license (required for role; pursuit to begin shortly after start date if not already held and is expected to be passed within three months)

Skills and Knowledge:

• Excellent communication skills (verbal, written and listening)
• Proficient in Microsoft Office Suite required
• Proficiency in firm CRM preferred
• Demonstrates personal integrity, honesty, and ability to deal with confidential information on a daily basis
• Ability to deal with stress in an ever-changing investment market and financial services
• Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems

NorthCoast Asset Management is an established leader in the field of systematic investment management, specializing in quantitative research and constructing risk-managed investment solutions. Since 1998, NorthCoast has helped clients reach their investment goals. Whether the client is a high net worth individual working on a long-term financial plan or an institutional client that desires to reap the risk/return attributes of a particular investment strategy, NorthCoast delivers valuable advice and portfolio management services. Our philosophy in delivering these services is rooted in a belief that a thoroughly researched and systematic investment process rooted in common sense will outperform over time. We specialize in quantitative analysis and systematic investing, and in our research, we have found that securities and markets reward certain factors and punish others. To capitalize on these factors, we employ market exposure models and security selection models based on fundamental rationales. These rationales have been validated by thorough research and are then implemented daily as part of our investment process.

Job Type: Full-time

Pay: $60,000.00 - $75,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus pay

Application Question(s):

• Do you have financial services experience?

Education:

• Bachelor's (Required)

Work Location: One location

Salary : $60,000 - $75,000