Financial Advisor Trainee

Responsibilities

• Manage and deepen relationships within an assigned client book of business.
• Collaborate with the lead advisor in a support capacity to serve complex client relationships during financial planning and review meetings.
• Onboard and build new client relationships that come in via practice acquisitions.
• Prepare for client meetings across financial planning areas including investment, retirement, tax strategy, insurance, and estate planning.
• Maintain accurate and timely client records in CRM system.