Associate Financial Advisor
Aviso de fuente externaen Baird
Baird’s Associate Financial Advisor supports wealth management through client financial planning, investment analysis, education, and business development.
Enlace de postulación no disponible
Salario
No especificado
Ubicación
Sarasota, Estados Unidos
Tipo de empleo
No especificado
Modalidad
No especificado
Associate Financial Advisor
Sarasota, Estados Unidos
Enlace de postulación no disponible
Descripción del empleo
About the role
The Associate Financial Advisor provides specialized services to an individual Financial Advisor or Financial Advisor team. The role supports sophisticated wealth management solutions for individuals and families and helps strategically build the client base, with an emphasis on financial planning, portfolio management and analysis, and/or investment analysis.
Responsibilities
- Review, research, and analyze data to create customized annual financial plans for clients.
- Deliver financial plans to clients in partnership with the Financial Advisor or team, and connect with next-generation clients through planning.
- Provide or lead financial education on topics such as long-term planning, Social Security and Medicare, and tax return reviews, utilizing the team’s experts.
- Identify investment solutions to implement plans in partnership with the Financial Advisor or team.
- Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business from existing clients and establish the team as a planning team in front of prospects.
- Research relevant news articles related to topics covered in clients’ plans and share them as an added touch point.
- Document, follow up, and support the closing of opportunities identified through financial planning.
- Serve as a team specialist for financial planning queries and consult with Financial Advisors or the team on specific client scenarios.
- Monitor and track client revenues related to financial planning work to help maximize sales opportunities.
- Work within the team’s client service and wealth management strategy to ensure high-quality client service.
- Engage clients and prospects, frame discussions, and convey the mission to better position the Advisor for additional business opportunities.
- Perform other duties and special projects as necessary.
Requirements
- Bachelor’s degree required.
Key facts
- A bachelor’s degree is required.
- The role includes creating customized annual financial plans for clients.
- The position supports financial planning, portfolio management and analysis, and/or investment analysis.
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Preguntas frecuentes
What does the Associate Financial Advisor do?
The role provides specialized services to an individual Financial Advisor or team, supporting wealth management solutions and client base growth.
What are the stated requirements?
A bachelor’s degree is required.
What areas of work does the role emphasize?
The areas of emphasis include financial planning, portfolio management and analysis, and/or investment analysis.