Advisory Consulting Associate

About the CompanyThe Advisory Consulting team at &Partners is an important partner to our Advisory practices. The team is responsible for being subject matter experts on the Advisory Platform (Envestnet) while providing high touch elevated interactions to Advisors to help expand platform knowledge and usage.About the RoleYour focus will be to handle day to day inquiries from practices timely to help accomplish their goals. These will include preparation of client performance reporting, strategy modifications, trade assistance, Envestnet navigation, manager research, service request management, client/household management, etc. You will be tasked with solving both simple and complex issues while providing an elevated service experience.ResponsibilitiesPreparation of client performance reportingStrategy modificationsTrade assistanceEnvestnet navigationManager researchService request managementClient/household managementQualificationsBachelors degree in finance, Business, or related field3-5 years of experience in the financial services industry, preferably in a client service, operations, or advisor facing roleExperience with advisor training, onboarding, or asset management platformsEither licensed or a desire to obtain financial licensesRequired SkillsExcellent organizational, attention to detail, listening, and communication skillsA curious individual that likes to learn and enjoys solving problems with a consultative mindsetStrong understanding of the advisory business modelAbility to build strong relationships across advisors, colleagues, and cross-functional teamsExperience supporting financial advisorsPreferred SkillsBachelors Degree in Finance, Business, or related field3-5 years of experience in the financial services industry, preferably in a client service, operations, or advisor facing roleExperience with advisor training, onboarding, or asset management platformsEither licensed or a desire to obtain financial licensesEqual Opportunity Statement: We are committed to diversity and inclusivity.

Created: 2026-05-09