What are the responsibilities and job description for the Associate position at Boutique Recruiting?
Position Title: Associate
The Associate role is pivotal in supporting the firm's advisors and ensuring a high level of client service. This position requires a proactive individual who can think critically and contribute to the overall success of the team. The Associate will assist in various tasks, including client documentation and communication with vendors, while also participating in client meetings. A strong focus on problem-solving and adaptability is essential, as the environment is dynamic and entrepreneurial. This role offers opportunities for growth within the firm, potentially leading to an Associate Advisor position. Candidates who are eager to learn and develop their skills will find this position rewarding.
Salary Range: $80,000 - $110,000 / Year DOE
Associate Responsibilities
The Associate role is pivotal in supporting the firm's advisors and ensuring a high level of client service. This position requires a proactive individual who can think critically and contribute to the overall success of the team. The Associate will assist in various tasks, including client documentation and communication with vendors, while also participating in client meetings. A strong focus on problem-solving and adaptability is essential, as the environment is dynamic and entrepreneurial. This role offers opportunities for growth within the firm, potentially leading to an Associate Advisor position. Candidates who are eager to learn and develop their skills will find this position rewarding.
Salary Range: $80,000 - $110,000 / Year DOE
Associate Responsibilities
- Provide exceptional client service with a focus on back-office support
- Participate in client meetings and assist with documentation
- Coordinate with other advisors to facilitate planning projects
- Prepare financial modeling inputs and assist with analysis
- Manage client onboarding and follow-up tasks
- Ensure timely execution of daily client transactions and account administration
- Maintain client data and manage CRM systems
- Engage in ad hoc projects and duties as required
- At least 1-2 years of experience as an Associate or in a role supporting an Advisor
- Series 65 (or equivalent) or ability to obtain upon hire
- BA degree
- Working towards additional certifications such as a CFP or planning to do so
- Experience working with high net-worth individuals is preferred
- Background as a college athlete, demonstrating competitiveness and achievement is preferred
- 401 K with 50% match up
- Medical, Dental, and Vision insurance
- $50 tech stipend
- Three weeks of PTO in the first year
- Discounted long-term care insurance
Salary : $80,000 - $110,000