What are the responsibilities and job description for the Associate Financial Advisor position at Trivium Point Advisory?
Summary :
Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward.
All Trivium Point team members are guardians of the firm’s story. In this role, you are expected to :
- A calm, ambitious drive that consistently elevates standards.
- Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence.
- Simplifying complexity into clear, actionable steps for clients and colleagues.
- Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies.
The Service Advisor plays a critical role in supporting the advisor and their clients. This position requires a highly motivated and detail-oriented individual with a strong interest in the financial services industry. The role involves working closely with Senior Financial Advisors to learn how to provide comprehensive financial planning and investment advice to high-net-worth clients. This role will also provide an opportunity to gain valuable experience in operational back-office procedures, fostering a well-rounded understanding of the wealth management process.
Role and Responsibilities :
Client Service :
Financial Planning & Analysis :
Administrative Support :
Professional Development :
Qualifications :
Proficient in MS Excel
