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Jr. Financial Advisor
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Full-time
- The Jr. Financial Advisor will work with an established Financial Advisor or team of Advisor’s and help clients achieve their financial goals.
- Observe the Financial Advisor(s) in their interactions with the client and attend/participate in client meetings when appropriate.
- Assist the Financial Advisor in the creation and completion of client documentation, prepare and provide comprehensive financial planning and investment advice to clients.
- Serve clients by scheduling appointments, preparing for meetings, problem solving, thorough investment research, issue resolution, financial planning recommendations etc.
- Collect data from clients to assist the Financial Advisor in preparing financial plans.
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