Company Description
Del-Sette Capital Management LLC, founded by Certified Financial Planner® Bill Del-Sette in 2012, is a fee-based investment advisory firm. The firm focuses on helping clients achieve their financial goals through retirement and investment planning. For more information about our services, please visit our website at www.del-sette.com.
Position Overview
Del-Sette Capital Management is seeking a motivated and detail-oriented Associate Advisor to join our growing team. This in-office role is ideal for someone looking to build a long-term career in financial planning and investment management.
The Associate Advisor will support senior advisors with financial planning, client meetings, and follow-up work. This position offers hands-on exposure to both client-facing advisory work and investment operations, with opportunities for growth over time.
Key Responsibilities
Client Support & Financial Planning
- Assist senior advisors with preparation for client meetings, including financial plans, projections, and analysis
- Attend client meetings as needed and assist with follow-up items and implementation
- Prepare meeting notes, summaries, and action items
- Support ongoing client service requests and planning updates
- Help ensure a high level of responsiveness and organization for client relationships
Operations & Internal Support
- Assist with and provide back up on client service requests, including placing trades and move money requests
- Maintain accurate client records in CRM and planning software
- Assist with internal workflows, documentation, and process improvements
- Support compliance and operational requirements
- Coordinate with team members to ensure timely execution of client requests
Qualifications
Required
- Bachelor’s degree in Finance, Economics, Accounting, or related field
- 2+ years of experience in financial planning, investment operations, or advisory support
- Strong attention to detail and organizational skills
- Ability to manage multiple priorities in a fast-paced environment
- Comfortable working in an in-office, team-based setting
Preferred
- Progress toward CFP® or similar designation
- Prior client-facing experience in a financial advisory firm
What We Offer
- Competitive compensation and benefits, including a 401(k) plan with a company match after 6 months
- Long-term career growth path toward Lead Advisor or Portfolio Manager roles
- Exposure to investment management and client strategy
- Support for professional development and continuing education
