POSITION OVERVIEW
NorthCoast Asset Management, a Division of Kovitz is looking for an Associate Advisor to join our team in their Greenwich, CT office.
The Associate Advisor serves as an integral part of our team. This great communicator, influencer and enthusiastic 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 Advisor requires 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 .
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
- Embrace investment strategy of the firm and provide investment education and recommendations
- Assist Senior Financial Advisors with data collection and input into financial planning software
- Handle client-related requests and account service inquiries without advisor input
- Assist clients with implementation of recommended and agreed-upon strategies
- Initiate trading to satisfy client withdrawals and deposits
- Work together to transfer existing clients, freeing up the Senior Financial Advisors to continue to drive growth and direction of the firm
PREFFERED SKILLS AND EXPERIENCE
- A bachelor’s degree and / or related work experience is preferred
- Ideally 2-3 years of experience in a financial services firm. Working knowledge of financial planning topics and strategies;
basic understanding of industry rules and regulations is required
- Experience working with various Custodian Platforms (Pershing, Fidelity, Schwab, etc.)
- Experience with CRM, financial planning, and portfolio management software strongly preferred
- Strong leadership experience demonstrated
- Strong academic and professional background
- Exceptional communication and presentation skills
- Strong attention to detail, poised, organized, and keen sense of urgency
- Able to manage multiple tasks efficiently
- Strong Excel skills and experience with Microsoft Office products
- Strong problem-solving skills and the ability to understand complex issues
- Team player
- Series 65 license (required for role; pursuit to begin shortly after start date if not already held and is expected to be passed within three months)
ADDITIONAL ROLE INFORMATION
- Job Type : Full-Time
- Number of Direct Reports : n / a
- Location : Greenwich, CT
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