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Associate Advisor

Boutique Recruiting

Associate Advisor

San Diego, CA
Full Time
Paid
  • Responsibilities

    Job Description

    A fast-paced financial advisor firm located in San Diego, CA is seeking an Associate Advisor to join their team. The company specializes in providing their clients with strategic financial decisions. The Associate Advisor will be responsible for handling client interactions, preparing for client meetings, and managing both follow-up and follow-through with clients. The ideal candidate preferably has 3+ years of experience in insurance/financial services and and in-depth knowledge of the investment industry. The company offers benefits and a culture rooted in the growth of their employees, apply today! DAY TO DAY DUTIES

    • Providing support to the principal advisor
    • Gathering client data
    • Development, research, and analysis of client financial plans
    • Identifying problem areas and summarizing for advisor
    • Assisting with asset allocation decisions, portfolio construction, and rebalancing strategies
    • Ensuring asset transfers are completed correctly
    • Calculating projection
    • Run insurance illustrations, construct financial plans, report investment performance
    • Attend client meetings take notes relative to action items
    • Staying up to date on new products and services
    • Organizing documents

    QUALIFICATIONS

    • 3-5 years knowledge of insurance/financial services industry preferred, but not required
    • Prior designations and licenses held preferred
    • Life & Health license required
    • Ability to pass finance industry checks
    • Tech savvy, proficient in MS Suite

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