Associate Financial Advisor

Description

We are seeking an eager, strategic, and decisive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services.

Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Responsibilities

• Collect and organize each client's financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Employ a research-based approach to providing financial advice and strategies based on educational meetings and/or seminars centered on client risk tolerance and financial goals
• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Create customized financial plans using the products and services we offer based on each client's potential life and financial needs
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional

Qualifications

• Ability to communicate complicated concepts and maintain strong principles such as honesty and integrity
• Strong relationship management skills and/or experience
• Ability to successfully network to prospect for new potential clients
• Fluency in Spanish, Vietnamese, and/or Chinese is preferred but not required
• Ability to work at our office at least three days per week