Associate Advisor

SUMMARY: The ideal candidate will work as part of a financial advisory team to deliver personalized investment solutions to help clients work toward their long-term financial planning and investment goals. Candidate should be comfortable communicating independently with clients within the book, articulating firm level and general investment market updates; and fielding client account related, and general investment questions. They should be comfortable creating and delivering financial plans and cross-checking work to ensure complete accuracy of information.

DUTIES AND RESPONSIBILITIES:

• Support lead advisor with client service and relationship management to cultivate and maintain existing client relationships.
• Partner with and support lead advisor with prospect and new client discovery meetings, presentations, proposals, and recommendation materials.
• Prepare and deliver financial plans using planning software, and check their accuracy.
• Perform quarterly and annual account reviews with assigned clients.
• Serve as primary point of contact for assigned client book within the practice.
• Place trades and perform rebalances for client accounts in the practice.

QUALIFICATIONS:

• Bachelor's degree (BA) from four-year college or university.
• 4 years' of industry experience.
• Strong understanding of the investment business.
• Excellent interpersonal skills.
• CFP charter holder or progress towards CFP designation.
• Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.

BENEFITS:

• Employee medical: With SEIA and employee contributions.
• Employee dental, vision and life insurance: Fully paid by SEIA.
• Dependent medical, dental and vision: Employee paid options.
• Paid Time Off (PTO).
• Holiday Pay.
• Volunteer Pay.
• 401k with generous match and immediate full vesting.
• Employee Assistance Program (EAP) and discounts.