Associate Financial Advisor
The associate financial advisor will assist the financial advisor in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice .This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. Responsibilities
Required Qualifications Requirements:
- This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed.
- Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.
Compensation and Hours
- Series 7 securities license is preferred but not required when you start. We will provide training and support while you build the skills necessary to be successful.
- Compensation: Depends on experience with Full Benefits
- Monday-Friday: Full Time