- MISSION
- ESSENTIAL RESPONSIBILITIES
- Focused support and second chair duties in client meetings with an ability to add value to the conversation while gathering data and action items for follow-up
- Coordinate with Senior and Lead Advisors in the development and preparation of clients' financial plans, developing recommendations and solutions in the best interest of the client and ensuring those plans are executed
- Communicate with clients by understanding the needs, objectives, goals, and concerns, and translating those into an actionable and disciplined plan
- Coordinate with client's other advisors (attorney, CPA, etc.) and other external sources to carry out the goals of client service
- Provide client follow-up and engagement with clients, pre- and post-meeting, as well as other needs and communications as they arise
- Prepare and communicate recommendations for client financial plans, including entering data and running reports using financial planning software
- Prepare and communicate recommendations on client investments, including the creation of investment policy statements and portfolio allocation reports
- Act as backup for Lead Advisors on advisory questions from clients
- Assist with client communications
- Delegate non-advisory follow-up work to client service team
- POSITION SPECIFICATIONS
- A bachelor's degree, CFP program graduate, or ability to sit/study for CFP exam
- Desire to work directly with clients
- Ability to give and/or learn to give recommendations to clients
- Strong self-leadership skills (i.e. emotional and mental health)
- Strong technology capabilities (i.e. learn to use software easily)
- Experience working with various custodial platforms
- Excellent communication skills (verbal, written, empathy, and listening)
- Demonstrates personal integrity and honesty, and can protect confidential information
- Ability to prioritize multiple tasks and anticipate potential problems
- Technical knowledge in financial planning and investment management
- Knowledge of investment advisory compliance and regulations
- Ability to deal with stress in an ever-changing investment market and financial transitions of clients
- Excellent time management and strong organizational skills
-
Associate Advisor
2 weeks ago
Hilltop Wealth Advisors, LLC Chapel Hill, United StatesAssociate Advisor (AA) · MISSION · The Associate Advisor is an integral role at Hilltop Wealth Advisors, providing technical financial planning and investment management work in collaboration with others. This great communicator, leader, and enthusiastic team member supports the ...
-
Associate Financial Advisor
1 week ago
Robert W. Baird & Co. Chapel Hill, United StatesThe Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer sophist ...
-
Associate Financial Advisor
1 week ago
Robert W. Baird & Co. Incorporated Chapel Hill, United StatesChallenge your thinking and build an amazing career with the best people in the financial services industry Baird's Financial Advisors provide advice, strategies, and solutions to high-net worth individuals and families across the United States, serving as true partners. True wea ...
-
Associate Financial Advisor
4 weeks ago
Royal Bank of Canada Buffalo Grove, United StatesJob Summary · Job Description · What is the opportunity? · The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Ass ...
-
Associate Financial Advisor
3 weeks ago
Royal Bank of Canada Buffalo Grove, United StatesJob Summary · Job Description · What is the opportunity? · The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The ...
-
Senior Audit Associate
3 weeks ago
Blackman & Sloop, CPAs, P.A. Chapel Hill, United StatesSenior Audit Associate - REMOTE AND HYBRID OPTIONS AVAILABLE · Blackman & Sloop Advisors, a strong local firm with a positive culture and growing business seeks Senior Auditor for a challenging and rewarding position working with clients in a variety of different industries such ...
-
UNC Health Care Chapel Hill, United StatesJob Description · Description · Become part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. · Position is 100% Remote. · This is a remote position eligible for hire from: ...
-
Clinical Documentation Specialist Auditor
2 weeks ago
UNC Health Chapel Hill, United StatesBecome part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. · Summary: · This positon trains and audits Inpatient and Outpatient Clinical Documentation Specialists (CDS) a ...
-
Clinical Documentation Specialist Auditor
2 days ago
UNC Health Care Chapel Hill, United States**Description** · Become part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. · Summary: · This positon trains and audits Inpatient and Outpatient Clinical Documentation Spe ...
-
Client Services Associate
2 weeks ago
Hilltop Wealth Advisors Chapel Hill, United StatesI. MISSION · The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and ...
-
UNC Health Chapel Hill, United StatesBecome part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve. · Position is 100% Remote. · This is a remote position eligible for hire from: Alabama, Alaska, Arizona, Arkans ...
-
Client Senior Accountant
3 weeks ago
Blackman & Sloop, CPAs, P.A. Chapel Hill, United StatesPosition Summary · Blackman & Sloop Advisors, a strong local firm with a positive culture and growing business is currently seeking a Client Senior Accountant for a challenging, flexible and rewarding position working with clients in a variety of different industries such as Non ...
-
Client Services Associate
2 weeks ago
Hilltop Wealth Advisors, LLC Chapel Hill, United StatesJob Description · Job DescriptionI. MISSION · The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support ...
-
Automotive Customer Service Advisor
10 hours ago
Pep Boys Chapel Hill, United States**** · **Automotive Customer Service Advisor** · **Automotive Customer Service Advisor** · **Requisition ID:** · **Category:** Service Desk · **Position Summary** · Contribute to the growth of the organization across all lines of business through customer engagement, expert ...
-
Senior Tax Associate
3 weeks ago
Blackman & Sloop, CPAs, P.A. Chapel Hill, United StatesSenior Tax Associate - Non Profit and Individual Tax (In Office or Hybrid · Located in Chapel Hill, NC Blackman & Sloop Advisors, Inc. is a single-office firm with approximately 45 full-time staff. As a locally based accounting firm, we facilitate our clients' ambitions to expa ...
-
Admin Support Supervisor
2 weeks ago
University of North Carolina Chapel Hill, United StatesA global higher education leader in innovative teaching, research and public service, the University of North Carolina at Chapel Hill consistently ranks as one of the nation's top public universities. Known for its beautiful campus, world-class medical care, commitment to the art ...
-
Audit Associate
3 weeks ago
Blackman & Sloop, CPAs, P.A. Chapel Hill, United StatesAudit Associate -HYBRID/IN OFFICE · Blackman & Sloop Advisors, a strong local firm with a positive culture and growing business seeks Audit Associate for a challenging and rewarding position working with clients in a variety of different industries such as Non-Profit, Small Busi ...
-
Client Services Associate
3 weeks ago
Hilltop Wealth Advisors Chapel Hill, United StatesI. MISSION · The Client Service Associate at Hilltop Wealth Advisors is an integral part of our team serving as the true connection between our clients, and the entire team. This great communicator, influencer and enthusiastic person will support the vision, positive culture and ...
-
UNC Health Chapel Hill, United StatesBecome part of an inclusive organization with over 40,000 diverse employees, whose mission is to improve the health and well-being of the unique communities we serve.Position is 100% Remote.This is a remote position eligible for hire from: Alabama, Alaska, Arizona, Arkansas, Flor ...
-
Clinique Beauty Advisor
3 weeks ago
Belk, Inc. & Belk eCommerce LLC Winston-Salem, United States Full timeThe Cosmetic Beauty Advisor reports to the Sales Team Manager/Store Manager and ensures the uniform execution of the Belk direction within their store. · •Sales - Responsible for: · Meeting or exceeding personal sales per hour goals · Being a role model and demonstrating excel ...
Associate Advisor - Chapel Hill, United States - Hilltop Wealth Advisors, LLC
2 weeks ago
Description
Job Description
Job DescriptionAssociate Advisor (AA)The Associate Advisor is an integral role at Hilltop Wealth Advisors, providing technical financial planning and investment management work in collaboration with others. This great communicator, leader, and enthusiastic team member supports the vision, positive culture, and team spirit across our firm and clients.
As a member of our advisory team and under the supervision of a Lead Advisor and/or Senior Advisor, the AA provides meeting preparation, support in client meetings, and follow-up through the entire financial planning experience. The AA will aid in the coordination of the planning process and tasks needing completion for the client.
Most of the AA's time is spent preparing for client meetings, in meetings with a Lead Advisor or Senior Advisor, and completing or delegating tasks to other members of the team. This can be an entry-level position for college graduates with a genuine interest in financial planning, or those who have passed a CFP exam or are earning work experience to use the CFP designation.
The AA can give advice to clients and is able to make recommendations (with the supervision of senior advisors) on client financial plans and investments. They have obtained (or will obtain) the proper licensing to work directly with clients and often attend client meetings with other professional advisors. The AA will also have opportunity to work with smaller client accounts independently. This position does not require marketing or sales abilities.
Typical skills and knowledge requirements:
We offer a competitive compensation package that includes:
Employer 401(k) Match
Employer Paid Health Insurance
4 Weeks Initial PTO
Hybrid Work Environment
Quarterly Firm Revenue Share Bonus
Powered by JazzHR
37ljl1zXWh