The Associate Financial Advisor partners with Financial Advisors in managing and developing client relationships. The Associate Financial Advisor assists with preparing financial plans for clients and prospects, monitors progress towards achieving client goals and maintains all compliance and client service standards. The Associate Financial Advisor also participates in portfolio management, operational projects, and client service responsibilities. This position reports to the Branch Office Manager of the Charlottesville, VA office.
Responsibilities and Essential Job Duties:
Professional Experience and Attributes:
Licenses and Certifications:
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or veteran status. Cary Street Partners participates in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.
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