The Associate Financial Advisor’s primary responsibility is to support and work along side the Lead (Senior) Advisor so together, you can provide exceptional service to existing clients. Your role is to gain knowledge, practical experience and skills in handling all aspects of client relationship management related to client servicing Along with the Lead Advisor, you will ensure the changes are implemented in a timely manner. In most cases you will serve as the primary contact for our clients. Your attitude, proactivity, responsiveness and effectiveness in completing tasks must be excellent at all times since your level of performance will be a large part of determining our clients’ level of satisfaction with our services.
Your are responsible for working along side our Lead Advisor to construct detailed, effective financial and investment plans in a timely manner by using our firm’s chosen software applications. You must be able to design and discuss with the Lead Advisor thoughtful and appropriate financial planning advice for each client. You will support the Lead Advisor and will independently come up with client planning suggestions to discuss with the Lead Advisor. You and the Lead Advisor will work together to decide on the most appropriate planning solutions for each client. You will also serve as the primary communicator to the client. You will assist with managing all planning and administrative tasks that need to be completed for each client.
You meet along side the Lead Advisor with prospective clients to begin building a relationship. You assist with note taking and getting to know the client. You enjoy getting to know clients, their families and their unique goals, which enables you to provide the very best advisory services in a supporting role.
Your focus is on becoming a well-liked, trusted advisor to our clients where you become part of an indispensible service team in their lives. You also become a role model and a valued, indispensible team member to your co-workers. Your primary job responsibility is to excel in a supportive role that creates “raving fan” clients who refer others to our firm.
ATS is a financial services firm specializing in the creation of advanced strategies for our clients' estates for the past 30 years. Our philosophy is to offer the highest quality advice and service. We do our best to create life long relationships built on service and trust. As experienced investment professionals we are committed to understanding our clients' unique needs. We take the time necessary and utilize all of our resources to formulate prudent, carefully crafted strategies to help our clients work to protect and grow their wealth. ATS is dedicated to assisting our clients in pursuing their goals and objectives.