Associate Wealth Advisor - Salal Credit Union
About The Position
The Associate Wealth Advisor provides investment and relationship management support to a senior advisor or team of advisors, including daily, monthly, and annual research and reporting to support end-client needs. A senior advisor is responsible for developing the Associate Wealth Advisor. The role helps maintain the advisor’s practice, supports business development, manages a portion of the team’s client book, and manages and grows the Associate Wealth Advisor’s own assigned book of business. The ideal candidate has strong attention to detail, excellent customer service skills, and the ability to adapt to a changing work environment.
Requirements
- Proactive self-starter with organization, strong attention to detail, and problem-solving skills.
- Strong time management skills and ability to manage competing priorities.
- Outstanding interpersonal skills and ability to build and foster relationships with clients, coworkers, and internal and external partners.
- Ability to analyze and research information using a logical approach to problem solving.
- Proficiency in CRM applications, Microsoft Word, Excel, and PowerPoint.
- Required licenses: Series 7 and Series 66, or Series 63/65.
- Life and Health Insurance License, or ability to obtain the required licenses within approximately 120 days, depending on the number of licenses needed.
Nice To Haves
- Three years of client service experience within the finance sector preferred.
- Bachelor’s degree or equivalent in Finance or Business Administration preferred.
Responsibilities
- Support and manage a portion of client relationships in the advisor team’s book of business.
- Deliver and launch disciplined sales processes, prospect for new business, and expand client relationships.
- Assist Financial Advisors in presenting total wealth management solutions, including investment research, investment selection, and financial planning.
- Develop customized asset allocation strategies and investment solutions for clients, including risk management and insurance, tax and estate planning.
- Support client relationship building, business development activities, and effective service model execution.
- Perform business analytics as needed to support financial advisors in growing the business.
- Participate in portfolio performance reviews, analyze and interpret portfolio performance, and recommend potential changes to financial advisors.
- Attend sales meetings and assist with client prospecting and marketing.
- Attend coaching sessions and training events to improve sales skills and industry knowledge.
Benefits
- Eligible to earn sales incentive compensation.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
