Role Responsibilities Primary role is meeting preparation in support of associate or lead advisors. First back-up to associate to sit in on client meetings. Responsible for the money line report and coordinates instructions between advisory team members. Responsible for prep for all strategy meetings, tactical call, intake, implementation or planning meetings – which includes CRM summary, agenda, allocations, model updates and planning memo. Oversees opportunities report weekly for pending, not submitted, and completed investment activity and communicates status with the advisor. Submits ACR's after a client meeting and is the point person for compliance for additional questions. Qualifications Strong Analytical Skills Ability to work independently and as part of a team Experience in the financial services industry is a plus College Degree or equivalent experience SIE Series 7, 66 license Life and Health license Salary Range: $60,000 – $80,000/year depending on experience. Bene...