What are the responsibilities and job description for the Associate Wealth Advisor position at North River Financial, LLC?
Company Description
North River Financial, LLC is dedicated to providing exceptional client service with an independent and objective consultative approach. We assist private individuals, businesses, and endowments in pursuing financial goals and achieving financial independence. Our personalized services are tailored to help clients create financial stability and security. As a trusted partner, we are committed to helping clients navigate their financial journey with confidence.
Role Description
This is a full-time, on-site role located in Norwell, MA, for an Associate Wealth Advisor. The Associate Wealth Advisor will support senior advisors by preparing comprehensive financial plans, conducting financial research, and managing client accounts. Additional responsibilities include maintaining client relationships, assisting with investment strategies, attending client meetings, and ensuring compliance with industry regulations.
Qualifications
- Strong analytical and financial research skills, including the ability to create financial plans and evaluate investment strategies
- Proficiency in client relationship management and excellent interpersonal communication skills
- A solid understanding of financial planning, wealth management, and related industry practices
- Knowledge of financial software and tools used for analysis and reporting
- Detail-oriented with strong organizational and time management skills
- Certified Financial Planner (CFP) designation or progress toward CFP certification is preferred
- Bachelor's degree in Finance, Accounting, Business Administration, or a related field
- Prior experience in financial planning or wealth management is advantageous