Wealth Management Associate

Job Title: Wealth Management Associate or Wealth Advisor

Job Summary: We are seeking a diligent and detail-oriented Wealth Management Associate or Wealth Advisor to join our team. The ideal candidate will provide support to Portfolio Managers to help clients with customized financial strategies to achieve their financial goals by gathering and analyzing financial data, developing sound financial strategies, and maintaining an extensive knowledge of financial trends and investments.

Key Responsibilities:

• Assist in the development and implementation of financial plans and strategies, through drafting Investment Policy Statements and recommending suitable asset allocations through the use of model portfolios and pooled funds.
• Maintain regular contact with clients to understand and document their financial needs and goals to strengthen relationships.
• Prepare reports on client accounts and create presentations for client meetings.
• Collaboratively assist in handling administrative duties such as managing client information, processing paperwork, and coordinating with different departments.
• Continuously collaborate with portfolio managers and other internal and external partners to ensure comprehensive financial advice.
• Consistently monitor financial market trends to ensure that plans are effective and identify necessary updates or adjustments.
• Ensure compliance with financial regulations and adhere to company policies and regulatory procedures.
• Participate in continuing education and training programs to stay current with industry requirements standards.

Qualifications:

• Currently in an Associate or similar Advising Representative role. 
• Minimum 8 years of financial services industry experience and/or financial planning. 
• Preferred certifications: Possession of, or near completion of, CIM or CFA.
• Excellent organizational and analytical skills, with a keen attention to detail.
• Proficiency in financial software and Microsoft Office Suite (Excel, PowerPoint).
• Experience using Salesforce and Dataphile is a strong asset. 
• Ability to work independently and as part of a team.
• Excellent communication and interpersonal skills.
• Strong analytical and problem-solving skills.

Why Join Us: 

• Work with a highly skilled team committed to excellence in wealth management. 
• Engage with a sophisticated client base, providing tailored investment strategies. 
• Professional development opportunities to expand your expertise. 
• Competitive compensation and benefits package in a growing firm with a strong reputation. 
• If you are a dedicated wealth management professional eager to take the next step in your career, we invite you to apply and contribute to a culture of excellence and client success. 
• Opportunities for professional development and career advancement.

If you have the skills and experience to excel in this role, we encourage you to apply! Please submit your resume in PDF (no cover letter) and, in your email, include a brief (maximum 100 words) description of the key qualities and abilities driving success in this role. Email your application to hr@northfront.com.