135 Technology Drive,
Who We Are
At Educo Advisor Group, we desire to create meaningful, valuable communication between our clients and ourselves.
Educo (ēducō) Advisor Group derives its name from the Latin root for education. We believe in the importance of educating our clients and providing them the knowledge and guidance to make informed and responsible financial decisions. By making education paramount in our practice and approach to planning, we aim to keep clients focused on making decisions free from emotion. Our logo was chosen to reflect the laurel wreath representing our emphasis again on the education we provide to our clients. The laurel leaves also symbolize success and triumph which is what we strive to bring to our clients with respect to fulfilling their financial goals.
About the Role
Educo is growing and in need of an Associate Advisor that can grow into a licensed CFP and lead advisor. This role will work alongside the lead advisor in educating, communicating and guiding clients toward the right financial solutions for them.
A Day in the Life of an Associate Advisor
As an Associate Advisor, you meet and work with diverse clients alongside the lead advisor. Your focus will be to learn how to engage with clients, assist and manage the process, and conduct ongoing research to stay current with trends that can impact client investments. Managing the process will entail creating client meeting agendas, gathering necessary paperwork, taking notes to update the client profile within the database and any follow up communication. There will be dedicated time to training and development, toward desired licenses and certifications.