Associate Wealth Advisor

We are seeking a motivated and people-oriented Associate Advisor to support our client's Lead Advisors and contribute to the firm's financial planning and client service efforts.

Submit your CV and any additional required information after you have read this description by clicking on the application button.

Key Responsibilities

• Support Lead Advisors with financial planning, client service, and relationship management.
• Prepare for client meetings, develop financial plans, and follow up on client needs.
• Assist with investment and planning-related research, analysis, and preparation of client materials.
• Participate in client meetings and gradually take on greater responsibility with client relationships.
• Progress toward managing an individual client base as experience and capabilities grow.
• Leverage the firm's marketing resources and lead-generation process.
• Focus primarily on advising, planning, and client relationships rather than business development or prospecting.

Qualifications

• 3–5 years of experience in wealth management or financial planning.
• Experience in a paraplanner, client service, or similar advisory support role preferred.
• CFP designation or currently studying toward the CFP.
• Strong communication and interpersonal skills.
• Comfortable working closely with senior advisors and taking initiative.
• No expectation or requirement for business development or an existing book of business. xhqgsiq
• Interest in growing into an advisor role and eventually managing client relationships.