What are the responsibilities and job description for the Associate Advisor position at Private Advisory?
About the Company:
Private Advisory is a comprehensive wealth management firm dedicated to serving families and individuals. Our expertise lies in portfolio management, tax strategies, and risk mitigation. If you’re a responsible, professional, and people-oriented individual, we’d love to hear from you. Contact us today to explore this exciting opportunity!
About the Role:
Join Our Dynamic Team as an Associate Advisor! As an Associate Advisor, you’ll play a crucial behind-the-scenes role, supporting our clients and principal advisors. Your ability to prioritize, anticipate needs, and adapt to changing variables will be key. We’re looking for someone who thrives in a team environment, is deadline-driven, and possesses strong organizational skills.
Client Interaction:
- Comfortably engage with clients, providing exceptional service.
- Listen actively and respond professionally to client inquiries.
Operational Support:
- Process account openings, transfers, and distributions in compliance with government regulations and company policies.
- Analyzing client financial situations, goals, and constraints across multiple planning dimensions.
- Prioritize telephone calls, emails, and daily account maintenance tasks.
- Assist with administrative duties.
Growth Potential:
- As your skillset and interest expand, you’ll have ample opportunity to take on more financial planning and client advisory functions.
Educational and Experience Preferences:
- Undergraduate degree or higher
- Finance or Accounting degree
- CFP, CFA, CPA
- Series 65 or equivalent
- Minimum 5 years of industry experience
Required Skills:
- Reliability: You follow through on commitments and execute plans effectively.
- Detail Orientation: You have a systematic approach to tasks and pay attention to the finer points.
- Interpersonal Skills: Effective communication and listening skills are essential.
- Career-Driven: You’re eager to develop within the financial services industry.
- Tech-Savvy: Excellent computer skills and a willingness to learn our software.
- Confidentiality: You understand the importance of privacy and confidentiality.
Pay range and compensation package:
Base Salary: $110,000 - $130,000 based on experience
Bonus: Tied to personal and firm results
Vacation: 2 weeks
Personal Time Off / Sick Days: 7 days
Retirement: 401(k) plan with matching
Healthcare: Health, Vision and Dental plans available
Salary : $110,000 - $130,000