Associate Financial Advisor

Top Job

Located in Manhasset, NY

Salary: $25-$30

The Associate Financial Advisor will work closely with the Wealth Management Advisor on a day-to-day basis, focusing on client communication, follow-up, and enhancing the client experience. This role requires an individual who is detail-oriented, personable, and enjoys client interaction. Key responsibilities include attending client meetings, gathering financial information, scheduling appointments, and client service. Professional development and personalized training are provided as part of a career path towards becoming a financial advisor. Specific responsibilities may include but are not limited to:

Responsibilities:

· Attend client facing meetings both virtually and in-person.

· Take meeting notes to document the conversation and next steps.

· Ownership of post-meeting follow up email/phone correspondence to clients and potential clients to gather information and share findings from the meeting.

· Input information and notes into client management system.

· Assign workflow to appropriate team members based on specific client’s needs.

· Follow up with clients or potential clients to move forward in the process and coordinate next steps with them to keep the flow of business moving.

· Work with team members to make sure action items are being moved forward and completed.

· Make phone calls to clients and potential clients to gather information, schedule meetings, and check-in as directed.

· Handle or direct incoming client correspondence to the correct team member.

· Utilize the appropriate software as necessary (Outlook, Office, CRM, etc.).

. Monday-Friday 10am-5pm

 

Qualifications:

 

· Associate or bachelor’s degree in related field preferred.

· Some employment experience relating to administrative support in insurance/investment industry preferred.

 

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