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About the Role

An Associate's primary responsibility is to support Lead Advisors in managing client relationships, anticipating needs, advising clients, providing operational assistance, and collaborating with team members to serve clients seamlessly.

Responsibilities

• Develop an understanding of each client’s financial situation including their goals, time horizon and risk tolerance
• Collaborate on the systematic preparation of investment recommendations and rebalancing to ensure the asset allocation is aligned with the client’s goals and objectives; confirm efficient and accurate implementation
• Be able to effectively articulate the firm’s investment philosophy; adhere to our investment process, asset allocation models and manager selection, leveraging internal resources as necessary
• Assist with the preparation of client meeting materials
• Review performance reports for accuracy; develop the ability to articulate details and concepts within the report
• Collaborate with the Lead Advisor to onboard new clients; assist in the opening and titling of new client accounts; confirm addition to reporting portal
• Participate in team meetings and collaborate with other advisors and teams on best practices, goals and initiatives for the practice
• Processing and monitoring client transactions, proactively communicating completion/issues with team members
• Support operations, marketing and client service, as needed and/or requested
• Seek ongoing professional development opportunities to enhance technical, interpersonal and business development skills

Requirements

• Bachelor’s degree, preferably in Finance, Accounting, or Economics
• A minimum GPA of 3.0
• Desire to pursue a professional designation (CFP®, CFA®, CIMA® preferred)
• Experience with Advent Performance Reporting Software (particularly Black Diamond) and/or MoneyGuidePro Forecasting Software preferred
• Initiative to seek out opportunities in a fast-paced environment
• Excellent communication skills, both written and verbal
• Team player; advanced problem-solving skills; well organized and strong attention to detail
• Currently authorized to work in the United States on a full-time basis upon hire
• Will not consider candidates for this position who require sponsorship for employment visa status now or in the future (e.g., H-1B status)

Skills

• Communication skills
• Problem-solving skills
• Organizational skills
• Attention to detail

Location

• New York City

Work Type

• Full-time

Education Level

• Bachelor's degree

Salary/Compensations

• $72,500 to $96,500

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Basic life insurance coverage
• 401(k) plan
• 160 hours of paid time off annually
• Twelve paid holidays each calendar year

About the Company

• Andersen is a trailblazing force with the most extensive global presence among professional services organizations.
• We offer a career that transcends the ordinary, working with extraordinary clients spanning every industry, regardless of their size.
• We are a community that thrives on diversity, inclusivity, and collaboration.
• Our focus is on your development helping you flourish as leaders, colleagues and trusted advisors.
• We equip you with world-class education, immersive experiences, and invaluable mentorship to support your rise to the top.
• We believe in your potential and invest in it to build a legacy that extends beyond your wildest dreams.

Equal Opportunity

• Andersen Tax is an equal opportunity employer committed to fostering an inclusive workplace.
• We evaluate all applicants and employees without regard to race, color, religion, national origin, ancestry, sex (including pregnancy, childbirth, and related medical conditions), sexual orientation, gender identity or expression, age, disability, genetic information, marital status, military or veteran status, or any other characteristic protected under applicable federal, state, or local law.
• All qualified applicants, including those with criminal histories, will be considered in a manner consistent with applicable law.
• We provide reasonable accommodations to qualified individuals with disabilities as required by law.