16 days old

Associate Advisor

Tiedemann Advisors
West Coast
Job Description

Associate Advisors work with Senior Advisors on all wealth advisory related material and client communication. Associate Advisors provide analytical support for financial presentations and help to ensure consistency across all client relationships and across all offices. As Associates Advisors gain an understanding of individual client relationships, they take on a proactive role in supporting Senior Advisors and directly counseling clients.

Job Responsibilities

  • Carry out the day-to-day delivery of wealth advisory management services under the supervision of senior client team members
  • Create customized client presentation including investment charts and analysis, and estate planning recommendations
  • Analyze client holdings and investments, including forecasting
  • Review investment portfolio allocations
  • Execute investment programs and place trades
  • Review performance reports
  • Communicate with clients and their advisors via telephone and email
  • Assist with documentation relating to account profiles
  • Professional education through reading, seminars, and conferences
  • Assist with business development efforts
Qualifications

  • Bachelors Degree in Economics/Business
  • 4 to 5 years of related experience
  • Excellent written and verbal communication skills
  • Superior analytical skills
  • Ability to prioritize, be exceptionally organized, and have extreme attention to detail
  • Ability to work within a team environment while also being a self-starter
  • High proficiency with Microsoft Excel, PowerPoint, and Word with ability to quickly learn new systems relating to performance reporting, data/transaction aggregation, data analytics, and client relationship management


Additional Information

Applications are strongly encouraged from candidates reflecting diverse educational, cultural, and experiential backgrounds.

Company Description

Tiedemann Advisorsis an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25billion in assets.

Categories

Posted: 2021-04-21 Expires: 2021-05-27

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Associate Advisor

Tiedemann Advisors
West Coast

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