Apply on Employer Site

Shiv Software · 12 hours ago

Associate Advisor

New City, NY

Full-time

Onsite

New Grad, Entry Level

Shiv Software is seeking a motivated and detail-oriented Associate Advisor to join their growing wealth management team in New City, NY. In this role, you will support the primary advisor in delivering exceptional client experiences through client service, financial planning, and operational support.

Information Technology & Services

Hiring Manager

Mohd Salah Uddin

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)

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

Qualification

Financial planning toolsCRM systemsWealth management experienceOrganizational skillsClient-focused environmentInterest in CFP®Interest in Series 65Communication skillsAttention to detail