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Posted: Wed Jan 31 2024

Associate Advisor

Chapel Hill, North Carolina

Direct Hire

Independent fee-only investment advisory firm seeks Associate Advisor to join collaborative team providing financial planning/investment management support to clients under supervision of Lead/Senior Advisor.

Assist in client meeting preparation/support/follow-up throughout financial planning process
Coordinate planning tasks; assist in client meetings; add value to conversations; gather actionable data
Collaborate with Lead/Senior Advisors to develop/prepare clients' financial plans; ensure execution in clients' best interest
Communicate with clients; understand their needs/goals/concerns to create disciplined/actionable plans
Coordinate with external advisors and sources for comprehensive client service
Provide client follow-up, engagement/communication, pre- and post-meetings, addressing client needs 
Prepare/communicate recommendations for financial plans/investments, using financial planning software
Act as backup for Lead Advisors on client advisory questions
Assist with client communications; delegate non-advisory follow-up tasks to client service team

Bachelor’s degree; CFP program graduate (or desire/ability to study/sit for CFP exam)
Desire to work directly with clients; ability to provide recommendations
Experience with custodial platforms, technical knowledge in financial planning/investment management, and understanding of advisory compliance/regulations preferred
Strongly self-motivated; tech savvy; excellent communication skills; high ethical standards; ability to handle multiple tasks; strong organizational skills
Ability to navigate stress in a changing market, support team goals, and contribute to firm's vision and culture

Brokerage Consultants Inc.