Lieblich Financial Services
Associate Financial Advisor
Lieblich Financial Services, New City, New York, United States, 10956
Lieblich Financial Services is seeking a motivated and detail-oriented Associate Advisor to join our growing wealth management team in New City, NY.
As an Associate Advisor, you will play a key role in supporting the primary advisor in delivering an exceptional client experience. This role is ideal for someone who is organized, tech-savvy, eager to learn, and passionate about financial planning.
Responsibilities
Assist the lead advisor with ongoing client relationship management. Prepare meeting agendas, financial reports, and follow-up summaries. Handle routine client service requests (beneficiary updates, distributions, address changes, forms, etc.). Maintain accurate and compliant client records in CRM and financial planning software. Financial Planning & Investment Support
Help gather and analyze client data to build financial plans. Draft initial plan scenarios, cash-flow projections, and retirement analyses. Support portfolio management tasks such as allocation reviews, account monitoring, and trade preparation (as permitted). Operational & Administrative Support
Coordinate account openings, transfers, and custodian paperwork. Track tasks, follow-ups, and outstanding client items to ensure nothing falls through the cracks. Maintain excellent communication with clients through email and phone. Qualifications
Previous experience in financial services or wealth management strongly preferred. High attention to detail and strong organizational skills. Excellent communication skills (written and verbal). Ability to work in a fast-paced, client-focused environment. Proficiency with financial planning tools, CRM systems, or custodial platforms is a plus. Already has or is interested in pursuing Series 7, 65 or CFP®. Why Join LFS Wealth?
Be part of a rapidly growing, client-centric financial planning firm. Direct mentorship from an experienced advisor. Exposure to advanced planning, investment management, retirement strategies, and real client cases. Competitive compensation with opportunities for career growth. Collaborative, positive work environment in New City, NY.
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Assist the lead advisor with ongoing client relationship management. Prepare meeting agendas, financial reports, and follow-up summaries. Handle routine client service requests (beneficiary updates, distributions, address changes, forms, etc.). Maintain accurate and compliant client records in CRM and financial planning software. Financial Planning & Investment Support
Help gather and analyze client data to build financial plans. Draft initial plan scenarios, cash-flow projections, and retirement analyses. Support portfolio management tasks such as allocation reviews, account monitoring, and trade preparation (as permitted). Operational & Administrative Support
Coordinate account openings, transfers, and custodian paperwork. Track tasks, follow-ups, and outstanding client items to ensure nothing falls through the cracks. Maintain excellent communication with clients through email and phone. Qualifications
Previous experience in financial services or wealth management strongly preferred. High attention to detail and strong organizational skills. Excellent communication skills (written and verbal). Ability to work in a fast-paced, client-focused environment. Proficiency with financial planning tools, CRM systems, or custodial platforms is a plus. Already has or is interested in pursuing Series 7, 65 or CFP®. Why Join LFS Wealth?
Be part of a rapidly growing, client-centric financial planning firm. Direct mentorship from an experienced advisor. Exposure to advanced planning, investment management, retirement strategies, and real client cases. Competitive compensation with opportunities for career growth. Collaborative, positive work environment in New City, NY.
#J-18808-Ljbffr