Job Description
The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development.
Essential Duties and Responsibilities
+ Support Lead Advisor with analysis, client service, and technical assistance
+ Learn the technical aspects of the Advisor position and prepare to service clients independently
+ Manage data and plans in financial planning software
+ Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
+ Analyze asset allocation and generation rebalancing trades
+ Research investment managers, services, products and pricing
+ Understand and leverage the resources available at the Broker Dealer to the fullest extent
+ Commitment to culture r...
Essential Duties and Responsibilities
+ Support Lead Advisor with analysis, client service, and technical assistance
+ Learn the technical aspects of the Advisor position and prepare to service clients independently
+ Manage data and plans in financial planning software
+ Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
+ Analyze asset allocation and generation rebalancing trades
+ Research investment managers, services, products and pricing
+ Understand and leverage the resources available at the Broker Dealer to the fullest extent
+ Commitment to culture r...