Private Wealth Associate Advisor

Anderson Growth Partners; Charleston (SC); On-site; USD 60,000 - 80,000; Full time

Job summary

Anderson Growth Partners is looking for a Private Wealth Associate Advisor to support senior advisors and enhance client relationships through portfolio management and financial planning. The ideal candidate will have a strong finance background and excellent communication skills.

This role involves assisting in the development of investment strategies and conducting thorough market research. A bachelor's degree is preferred, along with strong organizational skills and FINRA licenses.

Qualifications

• Bachelor's degree in finance, economics, or related field preferred.
• Strong organizational skills including the ability to multi-task.
• Strong written and oral communication and quantitative skills.

Responsibilities

• Assist in developing customized investment strategies and financial plans.
• Conduct portfolio analysis and monitor client investments.
• Prepare meeting materials, proposals, and presentations.

Skills

Organizational skills

Written and oral communication

Quantitative skills

MS Excel knowledge

MS Word knowledge

Education

Bachelor’s degree in finance or related field

Tools

FINRA licenses (Series 65 or 66, SIE, Series 7)

Job description

Anderson Growth Partners is looking for a Private Wealth Associate Advisor to support senior advisors and enhance client relationships through portfolio management and financial planning. The ideal candidate will have a strong finance background and excellent communication skills.

This role involves assisting in the development of investment strategies and conducting thorough market research. A bachelor's degree is preferred, along with strong organizational skills and FINRA licenses.