A group of good people making a big impact.

The Associate Advisor attends client meetings to take notes, records action steps to be taken and identifies necessary follow-up actions. They prepare materials for client meetings. Following client meetings,
assign and manage meeting action items and tasks to be completed. Initiate and field client calls. Provide ongoing, day-to-day client account maintenance (e.g., money requests, checks, ACHs, transfers, etc.) and
primary/backup contact for clients/prospects. No primary relationship management responsibility. Investment and Financial Plan Execution: prepares and processes all paperwork for client transactions.
Coordinates/Executes/Implements recommendations for client financial plans and investments. Follow-up/to-dos: timely completion and coordination of investment/planning actions internally with proper
inputs communicated to team members when delegated. Check custodian alerts daily and performe appropriate action. Prepare special reports. Collaborate with Lead Advisor for proper support in client
onboarding and relationship management. Coordinate key tasks with professional partners outside of Strategic (attorneys, CPAs, Insurance Carrier’s, etc.). Assist with special projects, as needed. Participate in
firm committees, as needed.