Associate Advisor - Trader (Remote flexible)
Francis Financial is looking for an Associate Advisor & Trader to join our growing team. In this role, you will play a key role in both the trading operations and client advisory functions. This hybrid position involves the independent, ongoing management of existing client relationships, with guidance and support from senior advisors. You will also contribute to the development and implementation of investment strategies and financial planning solutions tailored to client needs.
Job Responsibilities include but are not limited to:
- Supporting senior advisors with ongoing management of existing client relationships as well as working with new clients
- Contributing to the daily firm-wide trading, rebalancing, and reconciliation processes, ensuring accurate execution of client and advisor requests
- Attending client meetings and responding to administrative, financial planning and investment questions
- Gathering client data, inputting data in relevant financial planning software in collaboration with senior advisors
- Assist in maintaining a centralized portfolio management platform and support the administration of portfolio rebalancing software across multiple offices.
- Generating quarterly portfolio performance reports and other standard reports needed in client meetings
- Creating initial investment allocation proposals for clients
- Placing buy/sell orders in client accounts under the direction of senior advisors
- Researching topics related to investments and financial planning, as needed
- Identifying and pursuing appropriate educational qualifications for career growth
Skills & Qualifications
- 0-4 years of experience
- A degree in finance or related field from an accredited four-year institution
- GPA of at least 3.5
- A desire to work towards and pass the exam to become a Certified Financial Planner®
- Strong analytical skills and interpersonal skills
- Sharp attention to detail
- Impeccable ethics and integrity
- Excellent written and verbal communications skills
- Team player and problem solver
- Passionate about helping others and love working with a team
- High regard for Francis Financial’s core values: Passion for excellence; Integrity; Compassion; Communication; Supportive attention
About the company: Francis Financial is an independent, fee-only, boutique wealth management, financial planning and divorce financial planning firm based in New York City, dedicated to providing ongoing comprehensive advice for women. Our firm has a fun and fast-paced environment. The firm has 100% female ownership, and a deep commitment to each team member’s goals and career dreams. We have a fully developed career path for all financial advisors in the firm.
Added Benefits Include:
Insurance - Medical Plan, Dental, Vision, Life and AD&D, Short-Term Disability, Flex Spending Account.
Retirement - Generous Profit-Sharing Plan, Traditional and Roth 401(k)
Education - Tuition reimbursement for all Financial Planning Programs and Designations including Exam Fees.
Equipment - Generous cell phone, cell phone service costs and laptop stipend. At-home set-up provided by Francis Financial as well as in-office technology equipment suite.
Extra Perks - Monthly education programs, virtual team retreats and happy hours, annual retreat to Vermont, and more. Generous vacation (4 weeks), parental leave and sabbaticals for long-term employees.
Giving to Charity - Several team members also give back to charity, helping women in need through the non-profit called Savvy Ladies, which the firm owner founded two decades ago.
Remote Work Environment - The team gathers once a month in the physical office in downtown New York City. Summer months are fully remote so candidates can spend time with their families and loved ones anywhere in the world. Based on your location, we are flexible with the once a month gathering.
Compensation: The anticipated salary range for this position is$63,000 to $85,000 per year. Actual compensation will be based on experience and qualifications. In addition to base salary, employees may be eligible for discretionary bonuses based on company performance.
Starting Date: We’re excited to bring someone on board as soon as possible - timing is flexible for the right fit.
For more information about Francis Financial, Inc. please see our websitewww.francisfinancial.com. You can submit your application to Michele@francisfinancial.com.
