Our client, a well-established Registered Investment Advisor (RIA) firm, is seeking a Junior Financial Advisor to join their team. This position is ideal for candidates with 1-4 years of experience in a client-facing role within an RIA or asset management firm, particularly with high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.

Key Responsibilities:

• Assist senior financial advisors in managing and growing client relationships.
• Provide support in developing financial plans, investment strategies, and asset allocations.
• Actively participate in business development efforts and support the growth of the firm’s book of business.
• Prepare reports and presentations for client meetings.
• Maintain and update client portfolios, ensuring all information is accurate and up to date.
• Assist with client inquiries and follow up on outstanding items.
• Foster strong relationships with clients through excellent communication and service.

Qualifications:

• 1-4 years of experience in a client-facing role within an RIA or asset management firm.
• Exposure to HNW and UHNW clients is preferred.
• Some sales or business development experience is ideal.
• Strong interpersonal skills and the ability to work collaboratively in a team environment.
• Excellent communication and organizational skills.
• Desire to grow in business development and pursue a career path in financial planning.