Associate Wealth Advisor

Associate Wealth Advisor

The Associate Wealth Advisor sitting in Charlotte, North Carolina serves as an integral part of the team. East Coast residency is required for this position. The ideal candidate is a great communicator, organized, enthusiastic, and has a self-starter. It's imperative that the person will support the vision, positive culture, and team spirit. They will focus on team and client success, client service, trade and project managing assignments. The Associate Wealth Advisor will need to have good time management skills and must be flexible in a fast-paced and changing environment. This position also requires attention to detail, ability to work quickly and efficiently with given technology and the ability to multi-task.

This role is based in Charlotte, NC.

Primary Responsibilities

• Build and maintain client relationships in partnership with the Senior Financial Advisors.
• Attend meetings held by the Senior Financial Advisors with clients; conduct solo meetings with clients as appropriate.
• Work with clients to ensure action items are thoroughly executed and documented.
• Assist Senior Financial Advisors with data collection and input into financial planning software.
• Assist clients with implementation of recommended and agreed-upon strategies.
• Consolidate assets and drive revenue growth through proactive client engagement.
• Understand client needs, investment objectives, and risk profiles to offer tailored solutions and investment strategies that meet their requirements.
• Conduct client presentations and meetings that effectively communicate the value proposition of our investment strategies, financial planning programs, and our holistic wealth management services.
• Schedule client reviews, manage account paperwork, and address miscellaneous service items as needed.
• Collaborate with internal teams, including portfolio management, marketing, and operations, to ensure seamless client onboarding, effective communication, and alignment of client expectations.
• Build review presentations and client proposals, leveraging market and investment product knowledge for systematic strategies.
• Maintain client communication records in the relationship management platform, ensuring accurate and up-to-date information.
• Respond promptly and professionally to incoming emails, calls, and meeting requests from clients and prospects.

Qualifications

Experience & Education :

Skills and Knowledge :

The annualized base pay range for this role is expected to be between $75,000- $85,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include an annual cash bonus and a comprehensive benefits package.