What are the responsibilities and job description for the Associate Financial Advisor position at Potomac Financial Consultants, LLC?
Company Description
Potomac Financial Consultants, LLC based in Germantown, MD is looking to add an Associate Financial Advisor to our team. We are an independent, relationship-focused financial planning firm providing comprehensive wealth management and retirement income planning for a diverse client base.
Role Description
The Associate Financial Advisor will be responsible for financial planning, retirement planning, managing investments, and providing financial advisory services to individual clients. Duties and responsibilities could include :
- Supporting the Senior Financial Advisors with analysis, client service and technical assistance
- Meeting independently with clients to discuss their plan and investments
- Attending client meetings and taking extensive notes with the Senior Financial Advisors
- Analyzing client information and preparing reports and presentations
- Entering information into financial planning software and preparing draft plans
- Analyzing asset allocation and generating rebalancing trades
- Researching products, product pricing and contacting carriers for information
- Researching investment managers and investment services and their pricing
- Interfacing with the broker-dealer or custodian to obtain information, account data and convey service requests
- Setting up and retrieving reports in the portfolio management system
- Assisting in generating performance reports.
Qualifications
