The Support Advisor reports to the Lead Advisor and is responsible for providing technical support for the Lead Advisor. Responsibilities include: data gathering, modeling, case design, scenario building, and plan and presentation development.
Essential Duties and Responsibilities
- Support Lead Advisor with analysis, client service, and technical assistance
- Learn the technical aspects of the Advisor position and prepare to service clients independently
- Manage data and plans in financial planning software
- Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
- Analyze asset allocation and generation rebalancing trades
- Research investment managers, services, products and pricing
- Understand and leverage the resources available at the Broker Dealer to the fullest extent
- Commitm...