Associate Advisor

A company is looking for a permanently remote Associate Advisor / Relationship Manager.

Key Responsibilities

Prepare financial plans and participate in client meetings for plan delivery

Manage day-to-day operational tasks and coordinate with internal teams for client-related activities

Maintain accurate client records and generate reports to support advisors

Required Qualifications

Bachelor's degree in finance, economics, business administration, or a related field

CFP designation and 1-3 years of experience as an advisor / planner

Ability to juggle multiple projects successfully and learn new concepts quickly

Independently motivated with a strong work ethic

Experience working from home while maintaining a professional setting