Shiv Software
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. 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. Interest in pursuing CFP®, Series 65, or other industry licenses is a bonus. Seniority level
Mid‑Senior level Employment type
Full‑time Job function
Finance Referrals increase your chances of interviewing at Shiv Software by 2x. Get notified about new Associate Advisor jobs 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. 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. Interest in pursuing CFP®, Series 65, or other industry licenses is a bonus. Seniority level
Mid‑Senior level Employment type
Full‑time Job function
Finance Referrals increase your chances of interviewing at Shiv Software by 2x. Get notified about new Associate Advisor jobs in
New City, NY .
#J-18808-Ljbffr