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Associate Wealth Advisor

Company: Fraser Financial Partners
Location: Fork
Posted on: February 16, 2020

Job Description:

Job Title: --------------------------------------Associate Wealth AdvisorJob Status:------------------------------------Full-timeFLSA Status: --------------------------Exempt ------------------------Job SummaryThe Associate Wealth Advisor will establish new client relationships in addition to providing advisory services and support to a select group of clients by reviewing client's needs, goals, and objectives and formulating recommendations. With financial planning responsibility for the firm's small to mid-size clients, the Associate Wealth Advisor has the opportunity to build an excellent business under the leadership and reputation of the organization.--Company OverviewFraser Financial Partners is proud to be the preferred financial services firm of individuals and families throughout the greater Baltimore area. With a comprehensive range of financial planning, retirement planning, wealth management and insurance services, we can meet your needs now and in the future. All of our associates go above and beyond to provide top-notch customer service backed by the financial expertise our clients rely on to grow their wealth and plan for all of life's milestones. Fraser Financial Partners offers a comprehensive suite of financial planning, retirement planning, estate planning, wealth management and insurance services. https://fraserfinancialpartners.com/about/--Essential Duties and ResponsibilitiesConsult with current and prospective clients regarding financial planning and other financial services offered by the companyAnalyze client portfolios and budgets to discuss recommendations with clients and make updates as appropriate as well as prepare cash flow analysisManage the preparation of client financial plans and suitability reportsSchedule, organize, and confirm appointments, meetings, and phone calls with current and prospective clientsEstablish internal relationships to help maintain business flow and meet agreed targetsResearch suggested solutions to support recommendationsPromote the organization by developing relationships within the industry and community Ensure all business conducted complies with the laws and regulations set forth as well as ensure policies/procedures are followed in a responsible mannerParticipate in on-going professional development to meet personal development needs--Periodic Duties and ResponsibilitiesBe available for other projects as neededCross-train with other coworkers in order to backup responsibilities as needed--Supervisory ResponsibilitiesThis position has no supervisory duties at this time.--Skills Required Understanding the financial planning process and working within defined business processes to achieve agreed outcomes independently is required. Other proficient skills required include being detail oriented, accurate and effectively articulating ideas both orally and in writing.--Education/ExperienceBachelor's degree from four-year college or university.Financial planning and/or investment advisory experience.

Keywords: Fraser Financial Partners, Baltimore , Associate Wealth Advisor, Other , Fork, Maryland

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