Job Description
JustinBradley’s client, a boutique wealth management firm, is adding an Associate Advisor to their team. The firm’s financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady growth and community recognition. They are eager to add a finance professional focused on value and culture. This role presents the opportunity to learn from experienced Advisors, develop a well-rounded understanding of all parts of the business.
Playing a key role in continuing the practice’s growth, the Associate Advisor will work directly with clients to perform reviews, market updates, trades and assist with financial, estate & retirement planning. The Associate Advisor will enjoy a collaborative environment and provide operational, administrative and client service support as they work with the Senior Practice Partner and other Lead Financial Advisors.
Key Responsibilities include, but are not limited to:
- Prepare and oversee client planning, onboarding and service
- Conduct investment reviews
- Maintain client and practice management data using CRM
- Successfully manage client relationships and grow existing investment clients.
Highlighted Qualifications:
- Bachelor’s Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- Series 7 and 66; and CFP, or actively pursuing CFP
- Exceptional organization and follow-through skills
- Ability to anticipate and solve problems
Compensation range: $80,000/year – $100,000/year
JustinBradley’s client, a boutique wealth management firm, is adding an Associate Advisor to their team. The firm’s financial planning expertise and tailored approach in meeting the needs of their clients has resulted in steady growth and community recognition. They are eager to add a finance professional focused on value and culture. This role presents the opportunity to learn from experienced Advisors, develop a well-rounded understanding of all parts of the business.
Playing a key role in continuing the practice’s growth, the Associate Advisor will work directly with clients to perform reviews, market updates, trades and assist with financial, estate & retirement planning. The Associate Advisor will enjoy a collaborative environment and provide operational, administrative and client service support as they work with the Senior Practice Partner and other Lead Financial Advisors.
Key Responsibilities include, but are not limited to:
- Prepare and oversee client planning, onboarding and service
- Conduct investment reviews
- Maintain client and practice management data using CRM
- Successfully manage client relationships and grow existing investment clients.
Highlighted Qualifications:
- Bachelor’s Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- Series 7 and 66; and CFP, or actively pursuing CFP
- Exceptional organization and follow-through skills
- Ability to anticipate and solve problems
Compensation range: $80,000/year – $100,000/year
About JustinBradley
Elevate your career. Source exceptional talent. JustinBradley is an award-winning, WBENC-certified strategic workforce solutions company. We are recognized among the top 2% of staffing firms nationwide and a 12-time winner of Best of Staffing. Since 2002, JustinBradley has provided exceptional business talent to clients across the country through Executive Placement, Temporary Staffing, and Contingent Workforce Solutions.
Our award-winning Executive Search practice provides specialized search for C-level executives and the teams that support them. JustinBradley’s recruiting leaders are diverse, experienced business professionals and sought-after talent advisors who strive to bring the very best in service and talent to every search.
Our Temporary Staffing group has significant experience managing projects and the highest commitment to engaging top consulting talent.
We are a certified strategic national account leader with expertise in delivering customized staffing solutions in support of Contingent Workforce Contracts. Our cross-functional experience in Accounting, Marketing, Risk, Procurement, and Human Resources helps us solve business challenges, minimize risk, reduce costs, and achieve results.
JustinBradley is proud to be consistently ranked as Top Supplier with our Fortune 500 clients, and we have a commitment to accountability, teamwork, and diversity in the workplace. Throughout your career, we’re behind you all the way.
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