Position Overview The Associate Financial Advisor role works with the Personal Financial Planning team to provide financial planning and investment advice to the firm’s individual and family clients. They support the work of the Senior Financial Advisor by developing clients’ financial plans, attending and documenting client meetings, and interfacing with the client service team to deliver client service. The Associate Financial Advisor role is a developmental role with a successful candidate acquiring progressive responsibility as they demonstrate aptitude with the goal of progressing into a lead financial advisor role. Primary Responsibilities Provide client service by attending client meetings Create client delivera