Nc Health Affiliates LLC

Nc Health Affiliates LLC

Associate Wealth Advisor

Stamford, CT

Sponsorship not specified$80k-$90kDetected 63 days ago
CRMResearchCommunicationCollaboration

About the role

  • NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors.
  • With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments.
  • The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network.

Responsibilities

  • Develop, revise, and present financial plans through planning software
  • Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
  • Engage in advisory team business planning efforts and actively support the firm's strategic priorities
  • Create holistic investment strategy for each client, monitor risk tolerance over time as needed
  • Develop an understanding of the fundamentals of trading.
  • Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
  • Ability to independently lead client communications and interactions

Requirements

  • Bachelor's Degree
  • 2+ years of financial service experience
  • Knowledge of financial industry, financial products, and financial planning concepts
  • Some travel may be required
  • Series 65 or equivalent within 120 days of employment
  • Strong interpersonal skills; team-orientated approach
  • Excellent analytical skills and attention to detail
  • Clean U4

Compensation

  • The annualized base pay range for this role is expected to be between $80,000 - $90,000/year.
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