Associate Financial Advisor

Trivium Point Advisory; Wilton Center (NH); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated Service Advisor to support Senior Financial Advisors in delivering exceptional financial planning and investment advice to high-net-worth clients. This entry-level position offers a unique opportunity to gain hands-on experience in the financial services sector while developing analytical and organizational skills. The ideal candidate will embrace complexity, actively pursue professional development, and contribute to a client-focused environment. Join a team that values clarity, human understanding, and innovative strategies, and help clients navigate their financial journeys with confidence.

Qualifications

• Bachelor's degree in Finance or related field is required.
• 2-4 years of experience in financial services preferred.

Responsibilities

• Assist Senior Advisors in preparing for client meetings and conducting research.
• Build and maintain strong relationships with clients and monitor portfolios.

Skills

Analytical Skills

Problem-Solving

Organizational Skills

Financial Planning

Investment Management

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Tools

E-Money

Orion

Schwab

Salesforce

MS Excel

Job description

Every role at Trivium Point contributes to producing clear decisions, simplifying complexity, and delivering a sophisticated yet accessible client experience that ensures our clients feel understood, cared for, and confident in their path forward.

All Trivium Point team members are guardians of the firm’s story. In this role, you are expected to:

• A calm, ambitious drive that consistently elevates standards.
• Embracing complexity as an opportunity for growth and refinement, prioritizing human understanding alongside technical excellence.
• Simplifying complexity into clear, actionable steps for clients and colleagues.
• Cultivating a growth mindset and entrepreneurial spirit to adapt to evolving needs and pursue innovative strategies.

The Service Advisor plays a critical role in supporting the advisor and their clients. This position requires a highly motivated and detail-oriented individual with a strong interest in the financial services industry. The role involves working closely with Senior Financial Advisors to learn how to provide comprehensive financial planning and investment advice to high-net-worth clients. This role will also provide an opportunity to gain valuable experience in operational back-office procedures, fostering a well-rounded understanding of the wealth management process.

Role and Responsibilities:

Client Service:

• Assist Senior Advisors in preparing for client meetings, including gathering data, conducting research, and preparing presentations.
• Participate in client meetings as needed, observing client interactions and learning best practices.
• Build and maintain strong relationships with clients.
• Conduct basic financial planning analyses, including cash flow modeling, retirement planning, and estate planning.
• Assist in the preparation of financial plans and investment proposals.
• Research and analyze investment options, including stocks, bonds, mutual funds, and other asset classes.
• Monitor client portfolios and prepare performance reports.

Administrative Support:

• Maintain accurate and up-to-date client records.
• Prepare and maintain various administrative documents, such as client correspondence and meeting minutes.

Professional Development:

• Actively pursue professional development opportunities, including industry certifications (e.g., CFP, CFA).
• Stay informed of industry trends and regulatory changes.

Qualifications:

• Bachelor's degree in Finance, Economics, or a related field.
• 2-4 years of experience in the financial services industry preferred.
• Strong interest in financial planning and investment management.
• Excellent analytical, problem-solving, and organizational skills.
• Experience with E-Money, Orion, Schwab, and Salesforce a plus.

Proficient in MS Excel.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales