The Financial Advisor Associate – Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning. This role blends relationship management, business development, and execution responsibilities with research-driven analysis, asset allocation support, and portfolio oversight to help clients achieve their financial goals.

• Engage with clients and prospects to understand financial goals, risk tolerance, time horizons, and investment preferences.


• Maintain a deep and current understanding of client needs to support suitable investment recommendations and long-term relationship growth.


• Act as a secondary point of contact for clients, addressing questions, requests for analysis, and service needs in collaboration with the Financial Advi...