Associate Advisor - Trader (Remote flexible)

Associate Advisor - Trader (Remote flexible)

This role is located within Francis Financial, Inc. We offer a base salary range of $63,000 to $85,000 per year, plus discretionary bonuses based on performance. Base pay range : $63,000.00 / yr - $85,000.00 / yr.

Direct message the job poster from Francis Financial, Inc.

Job Responsibilities

• Supporting senior advisors with ongoing management of existing client relationships as well as working with new clients.
• Contributing to the daily firm-wide trading, rebalancing, and reconciliation processes, ensuring accurate execution of client and advisor requests.
• Attending client meetings and responding to administrative, financial planning and investment questions.
• Gathering client data, inputting data in relevant financial planning software in collaboration with senior advisors.
• Assist in maintaining a centralized portfolio management platform and support the administration of portfolio rebalancing software across multiple offices.
• Generating quarterly portfolio performance reports and other standard reports needed in client meetings.
• Creating initial investment allocation proposals for clients.
• Placing buy / sell orders in client accounts under the direction of senior advisors.
• Researching topics related to investments and financial planning, as needed.
• Identifying and pursuing appropriate educational qualifications for career growth.

Skills & Qualifications

About the Company

Francis Financial is an independent, fee-only boutique wealth management, financial planning and divorce financial planning firm based in New York City, dedicated to providing ongoing comprehensive advice for women. Our firm has 100% female ownership, a fun and fast-paced environment, and a deep commitment to each team member's goals and career dreams.

Benefits

Insurance - Medical Plan, Dental, Vision, Life and AD&D, Short-Term Disability, Flex Spending Account.

Retirement - Generous Profit-Sharing Plan, Traditional and Roth 401(k).

Education - Tuition reimbursement for all financial planning programs and designations including exam fees.

Equipment - Generous cell-phone and laptop stipend, at-home set-up provided, and in-office technology equipment suite.

Extra Perks - Monthly education programs, virtual team retreats and happy hours, annual retreat to Vermont, and more. Generous vacation (4 weeks), parental leave and sabbaticals for long-term employees.

Giving to Charity - Several team members also give back to charity, helping women in need through the non-profit called Savvy Ladies, founded by the firm owner.

Remote Work Environment - The team gathers once a month in the physical office in downtown New York City. Summer months are fully remote so candidates can spend time with their families and loved ones anywhere in the world. Based on your location, we are flexible with the once a month gathering.

Compensation

The anticipated salary range for this position is $63,000 to $85,000 per year. Actual compensation will be based on experience and qualifications. Employees may be eligible for discretionary bonuses based on company performance.

Starting Date

We're excited to bring someone on board as soon as possible - timing is flexible for the right fit.

Application

For more information about Francis Financial, Inc., please see our website www.francisfinancial.com. You can submit your application to Michele@francisfinancial.com.

Seniority Level

Entry level

Employment Type

Full-time

Job Function

Finance and Sales

Referred by

Referrals increase your chances of interviewing at Francis Financial, Inc. by 2x.

J-18808-Ljbffr