Associate Wealth Advisor

CI Financial Corp

United States
$100,000- 140,000 py
On-site
Support wealth advisor
Financial planning processes
Client meeting preparation
Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships

Job Summary

  • Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.
  • Advanced capability of all wealth, investment, and financial planning processes.
  • This position is exempt and is paid according to the laws of the State of Massachusetts.

Matching Summary

Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client relationships.

Salary

$100,000- 140,000 per year

Skills & Requirements

Must-have

  • support wealth advisor
  • financial planning processes
  • client meeting preparation
  • client relationship management
  • understanding client contracts
  • relationships with COI peers

Nice-to-have

  • empowers your growth
  • exceeding expectations
  • simplifying lives
  • establishing legacies
  • high emotional intelligence
  • situational awareness

Key Requirements

  • 4-8 years’ experience
  • CFP, CFA, CPA, JD, or MBA required
  • Bachelor’s degree
  • Advanced knowledge of financial planning
  • Experience with Salesforce
  • Experience with Portfolio Accounting Software
  • Experience with DocuSign
  • Experience with Microsoft Suite
  • Experience with Planning Software

Work Rights

Must have unrestricted work authorization

Tailored Resume

Cover Letter