Associate Advisor - Wealth

National Financial Partners • Deerfield, IL

103d • $70,000 - $91,000 • Hybrid

About The Position

The Senior Associate works directly with Advisors and the Wealth Management Team to assist with the asset management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.

Requirements

• Four-year College Degree
• Minimum of 5 years of financial service experience preferred
• Securities Registration preferred
• Completed or pursuing CFP, CFA or Other Professional Designation

Nice To Haves

• Proficiency in Microsoft Office; experience with any CRM, portfolio management or financial planning software is a plus
• Understanding of basic investment principles and knowledge

Responsibilities

• Provide support to Advisors in all areas of financial planning
• Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.)
• Create proposals for prospective clients
• Create and/or update financial plans for clients
• Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately
• Attend client meetings and manage/complete all meeting follow-up activities
• Liaise with client's attorneys and accountants as needed
• Monitor portfolios and maintain portfolio target allocations
• Rebalance portfolios as needed
• Assist with client data consolidation and maintenance as needed
• Assist with special projects as required

Benefits

• Competitive salary
• PTO & paid holidays
• 401(k) with match
• Exclusive discount programs
• Health & wellness programs

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Industry: Funds, Trusts, and Other Financial Vehicles
• Education Level: Bachelor's degree
• Number of Employees: 5,001-10,000 employees