Job Description

We are growing and are looking for another outstanding person to support our clients and advisors in the role of Associate Advisor.

If you are people-oriented, intelligent, responsible, and professional please contact us. We offer a low-stress, team environment where individuals are empowered to make a difference in the firm and in our client's lives. We encourage and support individual growth and development.

This is a detail-oriented position that requires the ability to multitask, anticipate needs, and adjust to changing priorities as well as operate as an effective member of a team. Applicant must be reliable, organized and deadline driven. This individual will be primarily responsible for behind-the-scenes operational support to the principal advisor(s).

Client Interaction:

Comfortably engage with clients, providing exceptional service. Listen actively and respond professionally to client inquiries.

Operational Support:

Process account openings, transfers, and distributions in compliance with government regulations and company policies. Prioritize telephone calls, emails, and daily account maintenance tasks. Assist with administrative duties.

Growth Potential:

As your skillset and interest expand, you'll have ample opportunity to take on more financial planning and client advisory functions.
The position requires sitting, standing, and mobility throughout the office and ability to communicate clearly and professionally is vital to the role of associate advisor.

Educational and Experience Preferences:

Undergraduate degree or higher Finance or Accounting degree Industry Certification i.e. - CFP (Certified Financial Planner), Series 7, Series 65 Minimum 5 years of industry experience

Required Skills:

Reliability: You follow through on commitments and execute plans effectively. Detail Orientation: You have a systematic approach to tasks and pay attention to the finer points. Interpersonal Skills: Effective communication and listening skills are essential. Career-Driven: You're eager to develop within the financial services industry. Tech-Savvy: Excellent computer skills and a willingness to learn our software. Confidentiality: You understand the importance of privacy and confidentiality.

Compensation Range

Base Salary: Extremely Competitive, based on experience
Bonus: Based on Firm Results
2 weeks of paid vacation, depending upon experience
10 personal days
401(k) plan with Matching
Health, vision and dental plans available

About Private Advisory

A comprehensive wealth management firm serving families and individuals through portfolio management, tax strategies, and risk mitigation.

Job Type: Full-time

Pay: $75,000.00 - $102,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance Paid time off Professional development assistance Retirement plan
Work Location: In person