Job Description
Job Description - Investment Advisor Associate )
What will your role be responsible for?
Relationship Management
- Deliver gold standard client service by anticipating needs, addressing inquiries proactively, demonstrating strong listening skills, and fostering strong, trust-based relationships.
- Provide high-quality, timely client service across all channels, including phone, email, written correspondence, and in-person interactions.
- Proactively identify and pursue new business opportunities through consistent prospecting and relationship development.
Investment Management
- Work closely with the lead advisor to manage fee‑based and non‑fee‑based investment portfolios.
- Prepare and deliver investment policy statements, portfolio evaluations, client commentaries/reviews, and investment proposals.
- Build, monitor, and rebalance customized investment portfolios in accordance with cli...