Summary:

Duties and Responsibilities:

Oversee and support staff in pre-client meeting preparation
Monitor and follow-up with all action items from client meetings
Assist with planning, analysis, and investments; consulting with senior advisor on complex issues
Independently service existing clients and maintain strong relationships
Grow existing relationships by adding more assets under management, identifying opportunities for more services and identifying referrals
Develop new client relationships primarily from referrals of existing clients as well as by developing their own referral sources
Strive to add $2,000,000 in NNA per year
Prepare and update financial plans
Prepare and present insurance cases
Develop asset allocation strategies
Evaluate, maintain and rebalance investment models
Maintain relationships with investment partners
Be open to a flexible work schedule which may include some evenings and an occasional weekend day.
Other duties may be assigned.

Education/Experience:Bachelor’s Degree required from an accredited university and minimum of three years’ experience in a client facing role.

Knowledge, Skills, and Other Abilities:Excellent written and verbal communication skills
Superior service and interpersonal skills
Advanced level computer skills; strong knowledge of Microsoft Office Suite
Exceptional organizational skills; ability to multi-task in a dynamic environment
Comfort with being a "team player" and doing whatever is needed, big or small
Able to manage and get along with diverse personalities
Professional appearance and demeanor

Alcove Private Wealth

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