Financial Risk Manager at Qonto managing liquidity and interest rate risks. Shaping asset protection strategies and optimizing revenues in a regulated banking environment.
WL
Hybrid Associate Financial Advisor
Posted 2 hours ago
About the role
- Associate Financial Advisor at Wescott Financial Advisory Group LLC supporting advisor teams and drafting financial plans while maintaining client relationships. Involves collaboration with expert advisors and community engagement.
Responsibilities
- Collaboratively supports advisor teams and clients, drafts financial plans and client materials, and maintains client data.
- Gains knowledge and experience teaming with Wescott’s expert advisors navigating complex financial planning matters with high-net-worth individuals and institutions.
- Eager to advance expertise to impress the sophisticated executives and business owners, and manage multiple generations and diverse dynamics of family wealth. Helps advisor team in fostering a unique experience centered on client service.
- Actively make an impact in the community.
Requirements
- Bachelor’s degree, preference for secondary degree
- 2-5 years of Advisory Experience
- Completed or Pursuing CFP® certification
- Proficient with MS Office suite and our financial planning technology stack, including eMoney and Salesforce, a plus.
- Understands and supports Wescott’s vision, mission, and strategy
- Engages in teamwork and teambuilding
- Adds to Wescott’s inclusive culture
- Participates in firm and/or personal community efforts
Benefits
- Professional License and Professional Development (CE)
- 401(k)/Employee’s Pension Plan
- Domestic Partner Benefits
- Family/Dependent Care Leave
- Basic Life/AD&D Insurance / Voluntary Life Insurance
- Short-term and Long-term Disability Insurance
- Sick Leave
- Vacation (20 days per year)
- Holidays (11) and Floating Holidays
- Volunteer Paid Time Off
- Medical / Dental / Vision Insurance
- Spring Health EAP
- Employee Resource Groups
- Flexible Spending & Health Care Spending
- Commuter Benefit
- Global Fit / Walk My Mind / Back-Up Care Advantage
- Pet Insurance
- Business Casual Dress Code
- Caring team of co-workers
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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