Role OverviewThe Client Advisory Associate plays a vital role in delivering a high-touch, personalized client experience by supporting Client Advisors in the design and execution of comprehensive wealth management strategies.
What You Will Do
The Associate will assist in analyzing client goals, needs, and financial data to propose tailored recommendations across all areas of wealth management, including investment strategy, retirement planning, tax optimization, estate planning, and risk management.
Why It Might Be a Fit
This role is intentionally structured as a developmental path toward becoming a lead advisor and obtaining the CFP designation, offering exposure to all facets of holistic financial planning and client service.
Requirements
- Bachelor's degree
- 3-6 years of financial services experience
- Experience with Fidelity and Schwab
- Experience using DocuSign, Orion, Salesforce, and eMoney
- Proficiency in Microsoft Office (Excel, Outlook, PowerPoint, Word)
Benefits
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