What are the responsibilities and job description for the Associate Wealth Advisor position at Lead Advisor?
This role is a multifunctional position to enhance client experience and internal processes in the wealth management practice.
The associate advisor will serve as a second chair in client meetings with Senior Advisors, creating and updating financial plans by blending data input work, research and proactive thinking.
- Service & Operations Responsibilities:
- Assist with investment operations such as running performance reports, rebalancing portfolios and executing tax loss harvesting strategies