<p>Anisa Henry is partnered with a client-focused wealth management firm seeking an Associate Advisor to join its growing team. In this role, you&#39;ll partner closely with experienced Financial Planners to help develop and maintain comprehensive financial plans addressing retirement, tax, estate, and investment strategies for affluent clients. The position offers hands-on exposure to client relationships, financial planning technology, and complex wealth management scenarios while providing a clear path toward advancement into a Lead Advisor role.</p><p><br></p><p>Ideal for a CFP professional who is passionate about financial planning and eager to grow, this opportunity allows you to build advisory expertise within a collaborative, growth-oriented environment dedicated to delivering exceptional client outcomes.</p><p><br></p><p>Please apply here for prompt consideration, as well please message me on LinkedIn @Anisa Henry.</p>

<p><strong>Responsibilities: </strong></p><p><strong>Client &amp; Meeting Support </strong></p><p>Prepare client meeting materials, agendas, reports, and supporting information. </p><p>Participate in client meetings and increasingly contribute as experience develops. </p><p>Document client decisions, commitments, and action items. Handle routine client communications and service requests. </p><p>Follow up with clients for information, documents, signatures, and outstanding items. Provide backup coverage for Lead Advisors on routine matters. </p><p><br></p><p><strong>Financial Planning</strong> </p><p>Gather, organize, and maintain client financial information. </p><p>Prepare and update financial plans under the direction of the Lead Advisor. </p><p>Support retirement, cash flow, tax, estate, insurance, and other planning analyses. </p><p>Coordinate information needed by Financial Planning, Investment, Tax, Estate, and other specialists. </p><p>Identify missing information, inconsistencies, deadlines, and issues requiring additional review. </p><p>Support implementation of planning recommendations following client and Lead Advisor approval. </p><p><br></p><p><strong>Coordination &amp; Execution </strong></p><p>Translate client decisions and advisor direction into specific tasks and next steps. </p><p>Track client requests, planning work, paperwork, and internal deliverables through completion. </p><p>Maintain accurate client records, meeting notes, tasks, and deadlines. </p><p>Follow up on outstanding work and escalate delays or unresolved issues. </p><p>Help ensure recurring client service and planning activities are completed on schedule. </p><p>Investment Support Develop and maintain knowledge of the firm&#39;s investment approach and client portfolios. </p><p>Prepare portfolio review materials and related client information. Identify portfolio or client changes requiring review by the Lead Advisor or Investment team. </p><p>Support implementation and follow-through on approved investment decisions. </p><p><br></p><p><strong>What We&#39;re Looking For:</strong> </p><p>We recognize that candidates may enter this role at different stages of development. Candidates do not need to have mastered every aspect of wealth management before joining the firm. </p><ul><li>Approximately 1–5 years of relevant wealth management, financial planning, investment, or related experience. </li><li>Bachelor&#39;s degree in finance, financial planning, economics, business, accounting, or a related field preferred. </li><li>CFP® certification, progress toward CFP® certification, or interest in pursuing the designation preferred. </li><li>Foundational knowledge of financial planning and investment concepts appropriate to experience level. </li><li>Strong organizational skills and ability to manage multiple client matters and deadlines. </li><li>Strong written and verbal communication skills. </li><li>Attention to detail and commitment to accurate documentation and follow-through. </li><li>Ability to exercise judgment and recognize when an issue requires additional review or escalation. </li><li>Ability to work collaboratively with advisors and specialists across multiple disciplines. </li><li>Experience with financial planning, CRM, portfolio reporting, and Microsoft Office applications is helpful.</li></ul>

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