Associate Financial Advisor

Associate Advisor’s responsibility is to identify and build relationships with high-income professionals, entrepreneurs, and other investors with long-term investment horizons. Prospective client engagement process includes building credibility and trust, solving clients' financial problems and challenges, and providing ongoing advice and client service. Advisor should understand basic personal and business financial matters, financial planning, and value investing principles. Deliverables will include portfolio assessments, financial plans, investment management recommendations, and other ad-hoc financial recommendations. Other marketing activities including networking with prospects and clients, organizing seminars, blogging, and content creation is expected for Advisor to develop credibility and professional relationships.

Participation in other firm activities including small business succession advice, search funds, and direct investments could be possible, but not expected to initially be core to the Associate Advisor role. Position can be done remotely/working from home.