Wealth Advisor Associate Job Description Template
Our company is looking for a Wealth Advisor Associate to join our team.
Responsibilities:
- May work with Retail/Commercial business partners on less complicated sales opportunities where appropriate;
- Other tasks as directed by supervisor;
- Assists with managing non-complex client relationships including selection of asset allocation strategies and basic financial plans;
- May be asked to assist on department projects as needed;
- Completion of CFP program within 2 years preferred;
- Complete certain client requested actions as directed by supervisor.
Requirements:
- Bachelor’s Degree required;
- Proficient in Outlook, Word, Excel, PowerPoint and other general operation systems;
- 0-3 years of experience in professional environment;
- 5+ years’ experience in financial planning products and practices (MUST);
- Demonstrated record of success in equity and fixed income markets (MUST);
- Frequently sits and walks;
- Certified Financial Planner (MUST);
- BA degree in Business or Finance (MUST);
- Occasionally lifts and carriers up to 10 lbs;
- 5+ years’ experience working with high net worth clients in financial services (MUST);
- Occasionally stands and drives;
- Intermediate computer skills including Microsoft Suite: MS Excel, MS Word, Outlook (MUST).