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Associate Advisor

Employer
Buttonwood Financial Advisors
Location
Highlandtown, Maryland
Salary
Up to 85,000 per year with benefits
Closing date
Apr 21, 2024

View more

Job Role
Paraplanner
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred

The Associate Advisor works in collaboration with Lead Advisors serving prospects and clients in financial planning and ongoing service activities.  This is an excellent opportunity to further develop skills without prospecting.  Our defined and supported career track offers advancement opportunities.  

Responsibilities:

Financial Planning:

• Intake, organize and analyze planning data

• Identify planning opportunities

• Load data into planning software

• Research unique client items like benefit manuals, insurance policies, and wills

• Perform asset allocation and rollover analysis

• Build models and stress tests

• Draft financial plan for review by Lead Advisor

• Support Lead Advisors by attending client meetings, taking detailed notes, and assisting with follow-up tasks

Service:

• Report opportunities to expand relationship or offer recommendations to Lead Advisor

• Prepare presentations and/or client holding reports for client meetings

• Analyze tax returns for potential opportunities

• Draft account opening forms and account service forms

• Create/update tasks in CRM for agreed upon service items

• Support and attend prospecting events

Professional Growth:

• Take ownership and responsibility of professional development

• Stay current on products, services, and regulations

• Participate in the completion of strategic initiatives and projects

• Share industry knowledge and key learnings

Qualifications:

• Bachelor’s degree in finance or related field

• 3+ years of experience in a financial services role

• Series 65

• CFP® certification or in the process of obtaining

• Strong attention to detail

• Excellent interpersonal skills

• Possesses the highest degree of integrity and customer service

 

 

 

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