NorthCoast Asset Management
Financial Services
AssociateWealthAdvisor
“Associate Wealth Advisor at NorthCoast Asset Management. Skills: Financial planning, Investment strategy, Client service. Develop financial plans. Revise financial plans”
Industry & Context.
Analytical skills
Meet clients in person, Some travel required
What They're Looking For.
Must Have
Series 65 or equivalent within 120 days, 2+ years financial service experience, Clean U4
Nice to Have
Interpersonal team-oriented approach, Knowledge of financial industry, Knowledge of financial products, Knowledge of financial planning concepts, Excellent analytical skills, Attention to detail
What You'll Do.
Develop financial plans
Revise financial plans
Present financial plans
Create investment strategy
Monitor risk tolerance
Understand trading fundamentals
Approve trade recommendations
Execute trade recommendations
Approve tax loss harvesting
Execute tax loss harvesting
Record client communication
Record client information
Complete client billing reviews
Engage in business planning
Support strategic priorities
How You'll Work.
Team & Collaboration
Resource collaboration AWAs; Collaborate with team members; Collaborate with Portfolio Management
Communication Scope
Client communications; Client interactions
Applying for this Associate Wealth Advisor role?
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