Position Overview: The Associate Financial Advisor works directly with Planners/Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development and financial plan implementation. Duties & Responsibilities Initiate and field client calls on various planning items, miscellaneous requests and advice on various topics as appropriate. Perform special request analyses for clients (e.g., mortgage analysis, social security analysis, etc.). Provide support for the financial planning needs of clients including: