Our client, a well-established Registered Investment Advisor (RIA) firm, is seeking a Junior Financial Advisor to join their team. This position is ideal for candidates with 1-4 years of experience in a client-facing role within an RIA or asset management firm, particularly with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Key Responsibilities:
Assist senior financial advisors in managing and growing client relationships.
Provide support in developing financial plans, investment strategies, and asset allocations.
Actively participate in business development efforts and support the growth of the firm's book of business.
Prepare reports and presentations for client meetings.
Maintain and update client portfolios, ensuring all information is accurate and up to date.
Assist with client inquiries and follow up on outstanding items.
Foster strong relationships with clients through excellent communication and service.
Qualifications:
1-4 years of experience in a client-facing role within an RIA or asset management firm.
Exposure to HNW and UHNW clients is preferred.
Some sales or business development experience is ideal.
Strong interpersonal skills and the ability to work collaboratively in a team environment.
Excellent communication and organizational skills.
Desire to grow in business development and pursue a career path in financial planning.