ABOUT US

At Compass Partners, we’re committed to building lifelong relationships through personalized financial planning and consistent communication. Our team includes five Wealth Advisors, two Associate Wealth Advisors, and three Administrative Assistants—all working together to deliver exceptional client care. We’re now seeking an additional Associate Wealth Advisor to help grow our business and support our clients.

QUALIFICATIONS

• Minimum 2 years of experience in a client-facing role in financial services
• Licensed in the securities industry (or completed CSC and CPH)
• Strong proficiency in Microsoft Office and general computer skills
• Excellent verbal and written communication skills
• Highly organized with strong problem-solving abilities
• Committed to delivering “Raving Fan” service
• Team-oriented with a desire to grow professionally

• Communicate with clients to take trade instructions and explain market conditions
• Process and follow up on security transactions and account transfers
• Manage client account administration using internal systems
• Maintain and update client KYC documentation
• Prepare meeting packages for regular client reviews
• Handle incoming and outgoing client phone calls
• Draft and send portfolio review emails
• Enter daily trades accurately
• Collaborate with Senior Advisors to build relationships with future clients