Financial Advisor

Evangelista & Associates is looking for an Associate Financial Advisor to join our growing team.This position works with both Lead and Senior Advisors to develop new and deepen existing client relationships. The Associate Financial Advisor serves as a client service liaison and makes daily client contact through face-to-face meetings, emails, and phone calls. You are expected to perform various tasks, including portfolio reviews and preparing financial projections using financial planning software.You must be able to use critical-thinking skills, work within a team, and anticipate firm needs and client questions.Qualified candidates are detail-oriented, structured, possess excellent presentation skills, and have a high degree of follow-through. From a Marketing and Development Perspective, you will: Work and learn to develop skills related to client acquisition and client retention. Engage in ongoing training to develop Consultative Sales techniques, including E&A proprietary new client onboarding process. Assist and learn how to: Set up and facilitate financial workshops and seminars Develop and run social media marketing campaigns Coordinate Client appreciation as well as other events Achieve collective goals and objectives of E&A's production team From an Analyzing Perspective, you will: Prepare financial analyses for clients, including retirement, estate planning, education-funding, stock options, and risk-management needs analysis. Be responsible for all aspects of pre-client-meeting activities, such as preparation of meeting agendas, client paperwork, investment policy statements, and asset allocations, as well as post-client-meeting tasks such as developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals if Continuously monitor clients' financial situations with detail and Coordinate client meetings, prepare portfolio performance reports, verify the accuracy of the information, and develop preliminary recommendations in conjunction with the Input and analyze financial plans to achieve clients' objectives/goals. Work on Asset Allocation and rebalancing of client accounts and employer-based plans. Operationally, you will: Facilitate completion of agreed-upon recommendations; open new accounts, process and follow up on transfers, submit the required paperwork and follow up with clients. Assist clients in completing applications for annuity and insurance as well as processing those applications. Track newly opened accounts and transfers. Serve as client service liaison and make daily client contact through email and phone calls. Maintain existing client relationships through processing client requests, resolving client inquiries, and ensuring essential client information and documentation are up to date using E&A Customer Relationship Manager (CRM). Skills and requirements: Bachelor's Degree in Personal Wealth Management; Finance, Economics; and/or Commensurate Experience. 1 - 4 years of experience in a Financial Planning Firm is a plus Exceptional oral, written, and interpersonal communication skills Works independently on various projects with minimal supervision as assigned by the Advisor Detail-oriented, organized, responsible and client-centric mindset Ability to set priorities and organize tasks to accomplish work objectives; able to multi-task in a fast-paced environment with tight deadlines The skills to take the initiative to move ahead on assignments in the most efficient, timely, and productive manner with minimal encouragement Must show good judgment and decision-making, have impeccable ethics and integrity, and comply with all regulatory Passionate about helping others and love working with a team Facilitates continuous improvement in their area of responsibility High regard for Evangelista & Associate's core values: Passion for Excellence, Integrity, and Compassion #J-18808-Ljbffr Evangelista & Associates