Associate advisor

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/78d4wf

Associate Advisor We are an independent, established wealth management firm looking for an experienced associate advisor to join our team in San Jose's vibrant downtown Willow Glen. Our ideal candidate is passionate about helping clients articulate and achieve their financial goals through comprehensive wealth management. The candidate will be expected to utilize their planner skills, knowledge, and experience in risk management, estate planning, investment management, and retirement planning. This team member will have a unique opportunity to build rapport and engage long‐time clients within an intimate, thriving boutique wealth management firm. Essential Duties And Responsibilities Support Lead Advisors in serving the firm's 180+ client households (5-7 client meetings per week) Assist in analyzing client financial situations and wealth management needs Prepare financial models in planning software (e Money) Help develop recommendations for products, plans, investments,



and other methods to support clients & financial goals Gather and organize client information and assist in preparing reports/presentations (Excel and Word) Ensure that all assigned activities are executed in a timely and accurate manner, and that all documentation is maintained to compliance & firm standards Have a good understanding of the various operations and administrative functions necessary to opening new accounts, acquisition and transfer of assets, splitting of assets as a result of divorce or death Follow up with clients on the firm's action items from client progress meetings Maintain detailed and accurate notes from all client interactions Develop proficiency in financial planning software (e Money) and CRM (Redtail) systems Maintain professional appearance of the office areas and greet clients & colleagues with genuine positive attitude Work collaboratively with the team to support and deepen professional client relationships Experience Four year college degree required Minimum 3-5 yea

Vedi l’offerta su Go Lavoro: golavoro.it/annuncio-lavoro/78d4wf