Associate Advisor: Build Wealth Plans & Delight Clients

TalentLink Solutions; Marlborough (MA); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Professional growth opportunities

Generous time off package

Zero asset management fees

Job summary

TalentLink Solutions seeks an Associate Advisor to collaborate with our financial advisors, preparing analyses and comprehensive written financial plans for client presentations. You’ll leverage planning software to research strategies, prepare meeting materials, and own follow-through on action items while expanding wealth management knowledge.

A working knowledge of portfolio allocation and investment management is expected; insurance products and annuities are a plus.

Qualifications

• 3+ years of experience in financial services preferred, with working knowledge of investments, portfolio management, insurance, annuities, taxation, and general financial planning.

Responsibilities

• Assist advisors in preparing for client meetings including communication and follow-up of resulting action items
• Prepare and analyze information and develop reports in preparation for presentation to clients by employing extensive computer skills
• Input data to produce accurate financial plans and investment reports
• Assist in rebalancing portfolios in accordance with client objectives (if securities licensed)
• Research potential solutions for financial planning gaps, for presentation to the financial advisor
• Partner with advisors and team members to deliver an exceptional client experience through proactive communication, organization, and follow-through
• Trouble-shoot problems, organize meetings, serve as liaison between advisor and client or between advisor and the team as needed
• Maintain accurate records while adhering to regulatory, compliance, and firm standards
• Complete additional projects and responsibilities as assigned

Skills

Analytical thinking

Detail oriented

Client relationship building

Interpersonal communication

Time management

Independent and mentoring

Problem solving

Education

Bachelor's degree in finance or related field

Tools

CRM software (Redtail)

eMoney

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Job description

TalentLink Solutions seeks an Associate Advisor to collaborate with our financial advisors, preparing analyses and comprehensive written financial plans for client presentations. You’ll leverage planning software to research strategies, prepare meeting materials, and own follow-through on action items while expanding wealth management knowledge.

A working knowledge of portfolio allocation and investment management is expected; insurance products and annuities are a plus.