Description
Client Associate Role:
The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and action items needed to meet the client's objectives.
Responsibilities
$43
Qualifications
• Work independently to accomplish all activities required to meet plan preparation deadlines
• Bachelor's degree required.
• 2 + years of experience in financial services or related field.
• Valid & Active Series 65 or 66 licensure or ability to obtain licensure within 180 days.
• Experience in eMoney or comparable financial planning software, preferred.
• Excellent Verbal & written communication skills.
• Strong problem-solving and analytical skills
