Associate Advisor – Relationship Manager
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Job Description
Permanently Remote Associate Advisor supporting financial advisors in client relationship management and operational execution. Handling client onboarding, financial plan development, and ensuring seamless client service.
Responsibilities:
- Prepare financial plans in coordination with Lead Advisors and participate in client meetings for financial plan delivery and execution
- Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner
- Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards
- Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery
- Cultivate and maintain strong relationships with clients
- Understand clients' financial goals and preferences
- Identify opportunities for client growth and new business
- Stay informed on financial market trends and regulatory changes
- Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures.
Requirements:
- Bachelor's degree in finance, economics, business administration, or a related field is typically required
- CFP designation and 1-3 years experience working as an advisor/planner
- Ability to juggle multiple projects successfully
- Ability to learn new concepts and software packages quickly
- Independently motivated
- Excellent communication skills and have a strong work ethic
- Strong educational credentials and analytical background
- Ability to identify, meet, and follow through with client’s needs and requirements
- Must interact effectively with office staff and be a goal-oriented team player
- Strong attention to detail
- Must demonstrate excellence in organizational and time management skills
- Exceptional phone and client service skills, positive and upbeat attitude at all times
- Basic/Intermediate knowledge of Microsoft Excel
- Experience with Salesforce (or other CRM software), financial planning software, Orion, and Microsoft Office tools a plus but not required.
Benefits:
- Starting salary of $90,000 - $110,000 based on experience and credentials
- full benefit package including Life insurance
- 100% company paid employee only premiums for Health, Dental & Vision Coverage
- 4% company 401(k) match, 100% vested
- Mentorship and learning opportunities
- Great working environment with professional growth opportunities
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