Associate Financial Advisor

4-year degree required; business, finance, economics preferred
2+ years of experience within the wealth management industry
Advanced designation preferred (CFP)
Able to prepare client reviews and assist in meetings with senior advisors
Possesses excellent analytical, organizational, and communication skills (both oral & written)
Able to manage multiple projects at once

Work with the financial advisory team to actively manage client relationships with excellent service
Assist the Financial Advisor during client meetings and with follow-up
Take meeting notes and promptly enter into CRM
Present financial advice or plan to client with the Financial Advisor
Meet with client to obtain additional planning information or to clarify/confirm information provided
Analyze client’s investments, insurance policies, and financial plan
Place trades and oversee/manage tasks completed by the client service team
Prepare annual reviews as required by the team
Systematize the review process utilizing the CRM system
Gather data for client reviews and review client files for additional sales opportunities
Create reviews utilizing the Wealth Enhancement Group review system
Create financial plans for clients as required by the team
Analyze a client’s financial data in light of their financial goals
Meet or call clients to obtain any additional planning information or clarify/confirm information provided
Prepare client information to present to the Roundtable, if required
Work effectively and professionally with the Financial Planning department, if required
Participate in Wealth Enhancement Group trainings, educational events, coaching programs, and proficient in advisor/client facing technology
Adherence to the Wealth Enhancement Group’s Corporate Communication Strategy and in good compliance standing