Careers

As an Associate Financial Advisor you will provide technical support for Senior Advisors by gathering data, performing analysis and supporting the activities of the client service team. The responsibilities of this position are broad and may include providing direct support to clients. A successful Associate Financial Advisor will listen with care, have strong interpersonal skills and be an individual that will be driven to make a difference in the lives of our clients. The Associate Financial Advisor role is an entry level financial professional role.

Responsibilities

• Attends client meetings and takes extensive notes.
• Assemble client information and prepare reports and presentations.
• Enters information into financial planning software and prepares draft plans.
• Works with Senior Advisors to discuss, review and finalize financial planning assumptions and design decisions.
• Provides direct client support as needed.
• Maintenance of internal contact management system.
• Collaborate with advisors and the operations team to facilitate exceptional client service.
• Adherence to policies and procedures for client and firm data security.

Qualifications & Competencies

• Has earned an undergraduate degree in a related discipline such as Accounting, Finance or Economics.
• CFP® or committed to obtaining in an acceptable timeframe.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to balance multiple competing priorities with excellent attention to detail.
• Strong computer proficiencies and ability to adopt technology.
• Comfortable working in a team-based environment and individually.
• Possess strong ethics with dedication to maintain high levels of confidentiality with client and firm information.
• Openness to feedback and coaching.

Please submit your resume to info@signaltreefinancial.com