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Client Advisor

Employer
Simon Quick Advisors
Location
Morristown, New Jersey
Salary
Commensurate with experience
Closing date
Nov 26, 2021

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
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The Client Advisor oversees their designated team. Examples of job duties include:

• Provide financial planning and investment advice to clients and prospects.

• Work with and manage a team to ensure all work is completed and clients’ needs are met.

• Organize and lead client meetings and phone conferences.

• Develop relationships with COIs to triangulate the team and better serve the client.

• Create comprehensive financial plans for clients and monitor progress throughout the

relationship

• Construct and monitor Investment Policy Statements.

• Keep current on investments within client portfolios across all asset classes (i.e. equities,

fixed income, and alternatives).

• Interact with third party service providers (i.e. outside custodians, reporting providers, and

other advisors).

• Monitor client liquidity needs and daily account activity reports.

• Review monthly/quarterly client performance reports.

• Oversee documentation process for account opening, investments, money movement, and

other account maintenance.

• Maintain client confidentiality and assist in identifying potentially fraudulent activity.

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