Advisor Associate - (Middletown, CT)

Liberty Bank Investment Services, a division of Liberty Bank securities offered exclusively through Raymond James Financial Services, Inc., an independent broker/dealer, member NASD/SIPC, is seeking an experienced individual to assist Financial Advisors. We are proud to be an EEO/AA employer M/F/D/V. OVERALL OBJECTIVE In accordance with the Programs policies and procedures, this position supports all Financial Advisors and the Office of Supervisory Jurisdiction (OSJ) in their activities, including processing transactions, performance of administrative duties and fielding client and Advisor inquiries relating to financial products and client accounts. Assists the Financial Advisors in prospecting for new clients and systematically reviewing their current client base. KEY FUNCTIONS Administrative Under the direction of the Administrative Manager, the incumbent is responsible for the following tasks, which must be done with minimal direct supervision: