Associate Advisor
| Company | HUB |
|---|---|
| Location | New Orleans, LA, USA |
| Salary | $Not Provided – $Not Provided |
| Type | Full-Time |
| Degrees | Bachelor’s |
| Experience Level | Junior, Mid Level |
Requirements
- Bachelor’s degree (degrees in finance or related field are a plus)
- 2+ years of prior experience working in a financial planning, accounting, law firm, or other organization that provided relevant experience
- CFP designation or Series 65 required
Responsibilities
- Work with your wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Effectively work with your team and available resources in support of our clients; executing client requests, updating information, follow up on open items
- Critical in supporting, retaining and building meaningful client relationships
- Participate in the sales process in partnership with team to build new client relationships
- Actively develop skills in various software programs for investment and financial planning
Preferred Qualifications
- Understanding of wealth management including fee-based consulting, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients/families is preferred
- Experience utilizing financial planning software (eMoney, MoneyGuide Pro, Right Capital etc)
- Highly effective interpersonal, relationship management and communication skills
- Strong attention to detail
- Excellent organizational and time management skills in a high-energy environment to manage multiple priorities