Salary: $65,000 – $75,000
Job Title: Associate Advisor
Job #: 5357
Location: Clifton Park, NY
Category: Insurance/Financial Services
Position Type: Full-time, Permanent

Description:
Our client is looking for an Associate Advisor to join their team. This full-time, permanent role involves assisting lead advisors with meeting preparation, follow-ups, and client support.

Responsibilities Include:

• Schedule and attend client meetings in a support role, ensuring smooth communication between advisors and clients.
• Review and analyze client financial data, utilizing both proprietary and commercial financial planning tools.
• Assist in the creation of comprehensive financial plans, including data gathering, recommendations, implementation, and ongoing portfolio management.
• Track the progress and implementation of recommended wealth management strategies.
• Cultivate and maintain client relationships through regular communication and proactive outreach.
• Provide client service, including updates, portfolio reviews, data collection, and identification of new opportunities.

Qualifications:

• 3–5 years of experience in the insurance, investment, or financial planning industry.
• Bachelor’s degree in business, finance, or a related field.
• Excellent written and verbal communication skills, with a focus on clear and professional interactions.
• Strong analytical, organizational, and problem-solving abilities with keen attention to detail.
• Proficient in Microsoft Office Suite and experience with CRM systems and financial planning software.
• Solid understanding of financial planning processes, including investment strategies, portfolio management, and insurance solutions.
• Ability to build strong client relationships, providing tailored solutions and ongoing support.
• A proactive team player with leadership potential and the ability to manage multiple priorities efficiently.
• Ability to work independently and collaboratively in a fast-paced, client-focused environment.

Hours & Benefits:

• M -F 8-5
• In-Person
• PTO
• Health, Dental, & Vision
• 401K

For more details on this role please contact jobs@walrathrecruiting.com or call 518-275-4816. Please reference the specific job number you are inquiring about.

The specific salary/pay rate offered to a candidate may be influenced by a variety of factors including but not limited to the candidate’s experience, education, and work location.

This is an immediate opportunity. The interview process will be comprised of a combination of virtual and in-person. If you are qualified for this position, please apply using our