Associate Advisor

Overview

Enhance your career in an entrepreneurial environment where you define your success & work as part of a team.

The Associate Advisor Opportunity

As an Associate, you will support a Private Wealth Financial Advisor and their team with their financial planning practice, providing a full range of financial products and services for clients. This career is both challenging and rewarding! IG Private Wealth Management Associates have the advantage of the industry’s best training and support; we’re excited to welcome you to explore the opportunity we offer.

Responsibilities

• You will provide support on financial planning, including the illustration of insurance quotes, along with the development and updating of written financial reports.
• You will be responsible for reviewing client files for compliance requirements and new business opportunities.
• There will be daily client interaction through incoming c...