Associate Financial Professional

Description

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Responsibilities

• Help clients implement financial recommendations such as life insurance, savings plans, mutual funds, and other financial products
• Design customized financial plans suitable for each client based on potential life changes and changing financial needs
• Compile each client's financial information to determine financial goals, financial status, cash flow, and financial expectations
• Research and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
• Provide exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given

Qualifications

• Bachelor's Degree preferred, sales experience and/or financial internships a plus.
• A business mindset: You are motivated by the chance to help prospective clients while focusing on personal growth.
• You are personable and caring, with a natural ability to connect and communicate with others.
• Enthusiastic, high energy, and positive attitude.
• Self-starter with a strong sense of ownership, learning agility, and ability to work autonomously.
• Honesty, integrity, & ethics: you can be trusted to do the right thing for clients and for the team.
• Must have excellent communication and interpersonal skills.
• Quick learner who is comfortable in a fast-paced, dynamic environment.
• Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred
• Requires a Bachelor's degree in finance, business administration, or related field
• Valid professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
• Knowledge of the financial industry, financial products, best practices, and tax regulations is desired
• Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired