Junior Associate Client Advisor - Insurance Solutions

Location: New York or Atlanta preferred; remote work is also an option. Willingness to travel as needed.

Annual base salary: $70,000–$80,000 USD, plus potential incentive opportunities.

Company

Financial services organization focused on helping individuals and communities achieve better financial outcomes through investment and insurance solutions.

What you will do

• Support senior Insurance Solutions professionals with the marketing and distribution of fixed income, alternatives, and equity solutions.
• Help retain existing clients and support new business development.
• Partner with the sales team to expand client relationships through additional investment strategies.
• Conduct client, industry, and market research.
• Collaborate with investment, client service, marketing, consultant coverage, RFP, and operations teams.
• Build internal expertise in investment offerings and the problems they solve for insurance clients.

Requirements

• Undergraduate degree and 2+ years of experience in insurance or institutional asset management.
• Ability to learn complex investment and product concepts.
• Strong interpersonal, teamwork, analytical, project management, organizational, planning, and presentation skills.
• Ability to work accurately in a deadline-driven environment and take ownership of projects.
• Superior written and verbal communication skills and proficiency with Microsoft Office.
• Series 7 and 63 licenses must be obtained within 90 days of starting the position.

Nice to have

• Specialist knowledge of fixed income and/or alternative investments.
• Experience at a multi-strategy firm.
• Interest in pursuing an MBA, MS in Finance, or CFA designation; CFA Level 1 completion is a plus.

Culture & Benefits

• Health, dental, vision, and life insurance plans.
• 401(k) savings plan with company matching contributions of up to 6%.
• Employer-paid cash balance retirement plan with a 4% contribution.
• Tuition reimbursement of up to $5,250 per year.
• Paid time off, nine company holidays, a flexible Diversity Celebration Day, and 40 hours of paid volunteer time annually.