Associate -Investments Advisor

This is a fantastic opportunity for an individual interested in working at a growing and successful firm on a demanding and fast-paced team. If you have strong technical skills and exceptional emotional intelligence, we would like to speak with you.


Responsibilities will include:
• Serve as a critical team member in support of senior advisors working with clients
• Organize and prepare client ready materials, including client/prospect presentations, eMoney analyses, and performance reports
• Meet with clients with senior staff and assist with follow up
• Construct investment policy statements and manage trade plans for client accounts
• Research investment and financial planning projects as needed
• Monitor cash flows, positions, trades, significant asset transfers and changes in client portfolios
• Work effectively with external professionals including custodians, trustees, accountants and attorneys
• Handle day-to-day inquiries
• Other duties as assigned

The ideal candidate will have a minimum of one year of relevant experience, plus:
• Bachelor’s degree
• Desire to obtain CFP and/or CFA credentials
• Strong client service orientation
• Excellent interpersonal and communication skills, including presentation skills
• Problem analysis and resolution at both a strategic and functional level
• Excellent conceptual and problem solving abilities
• Strong analytical, and Microsoft Excel skills
• Experience with eMoney is a plus
• Ability to work independently as well as within a small team

Job #9548

Client Service Associate

Human Resources Coordinator