Elevate your career as an Associate Investment Advisor in a thriving wealth management firm. Manage a book of business while utilizing an extensive support network and access to diverse investment options.
This role offers the opportunity to collaborate closely with experienced professionals while managing between $10M and $30M in assets. The candidate should have at least 3 years of experience in financial services and a desire to expand their skills in wealth planning. You will take ownership of client interactions, report preparation, and contribute to holistic wealth management strategies.
Key Responsibilities:
• Strengthen client relationships through proactive communication
• Prepare monthly, quarterly, and annual reports
• Process and track security transactions and documentation
• Manage assets with guidance from Lead Advisors
• Collaborate to create comprehensive financial plans
Requirements:
• CIRO Licensing or completion of required courses
• Ex...