Associate Financial Advisor

**Essential Duties and Responsibilities**

+ Manage and deepen client relationships with effective communication and personalized attention in every interaction
+ Support the firm’s growth
+ Enter trades, orders, and rebalances as requested
+ Schedule, attend, and facilitate client meetings
+ Create and maintain records and files utilizing CRM software

+ Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
+ Manage and deepen client relationships with effective, proactive communication and personalized attention in every interaction
+ Open new client accounts, process money movement, and research information as needed
+ Support the firm’s growth

+ Manage referrals effectively

+ Prepare financial reports, spreadsheets, and other materials for client meetings

+ Prepare financial reports, spreadsheets, and other materials for client meetings

+ Create and mai...

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