Associate Advisor
Location
Lexington, KY
Job Type
Full-time
Category
other-general
Posted
June 12, 2026
**Essential Duties and Responsibilities**
+ Manage and deepen client relationships with effective communication and personalized attention in every interaction
+ Support the firm’s growth
+ Enter trades, orders, and rebalances as requested
+ Schedule, attend, and facilitate client meetings
+ Manage referrals effectively
+ Prepare financial reports, spreadsheets, and other materials for client meetings
+ Create and maintain records and files utilizing Client Relationship Management (CRM) software
+ Participate in marketing efforts including seminars and other client-facing events
+ Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
+ Actively engage in community networking events
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Company’s working structure, policie...
+ Manage and deepen client relationships with effective communication and personalized attention in every interaction
+ Support the firm’s growth
+ Enter trades, orders, and rebalances as requested
+ Schedule, attend, and facilitate client meetings
+ Manage referrals effectively
+ Prepare financial reports, spreadsheets, and other materials for client meetings
+ Create and maintain records and files utilizing Client Relationship Management (CRM) software
+ Participate in marketing efforts including seminars and other client-facing events
+ Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
+ Actively engage in community networking events
**Knowledge, Skills, and Abilities**
**Knowledge of**
+ Company’s working structure, policie...