Associate Financial Advisor

Overview Associate Financial Advisor at Guided Financial Advisors Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them, we are able to formulate diverse and customized strategies geared towards their desired outcomes and success. Mission To maximize life’s potential through aligning values and goals. Values Integrity - to be honest with strong moral principles and ethical standing Driven - to carry a determined work ethic in fulfilling obligations to others and ourselves Accountability - to accept responsibility for our actions, decisions, and commitments Diversity - to be open and accepting to different thoughts, beliefs, and backgrounds Responsibilities and Job Description Marketing: Effectively conduct and manage marketing efforts to new and existing clients Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients Administrative Tasks: Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships Skills and Capabilities Coachable Time Management Organization Skills Problem Solving Communication Presentation Customer Service Approachable CRM and Computer Skills Accurately Forecast and Achieve Goals Interpersonal Skills Networking Compensation Competitive Base Compensation Upfront Commission Structure Quarterly Bonus Incentive Qualifications Bachelor's degree in finance or business related field or 1+ years experience in finance or business related field Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license Preferred but not necessary, 1+ years of financial services industry and/or sales related experience General knowledge on investment products and services as well as current market conditions Successful completion of background and assessment check To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future. Employment Type Full-time Seniority level Entry level Job function Finance and Sales #J-18808-Ljbffr Guided Financial Advisors