The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

This is a full-time, in-person position, and the selected candidate is expected to be on-site in the office in Wappinger Falls five days per week.

Essential Duties and Responsibilities

+ Supports Lead Advisor, including managing client needs regarding service, asset allocation, case design and financial planning

+ Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation/notes

+ Consult with lead advisor on investment strategies based on individual financial and investment objectives; deliver advice and pa...