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Form of workSUMMARY:
The Associate Advisor provides internal support to our Financial Advisors as part of a centralized planning team to provide ongoing service and advice to our on-plan asset management clients. This position requires in office work.
DUTIES AND RESPONSIBILITIES:
- Shadows Financial Advisor future and existing client appointments to gain valuable training.
- Creates and helps implement financial plans for existing clients.
- Performs various tasks and research relating to casework for our clients.
- Assists with future and existing client communication
- Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions.
- Attends company events, including workshops and seminars.
- Takes appropriate steps to obtain the CFP designation.
QUALIFICATIONS:
- BS/BA in Business Finance, Economics, or related field
- In pursuit of CFP designation
- Self-starter, with the ability to work independently
- Strong communication, teamwork, and relationship-building skills
- Demonstrates ability to learn related financial and office programs and systems
