Licensed Associate Financial Advisor
P. Randolph Financial Group
Job Description
Job Description
P Randolph Financial Group is seeking a part-time Associate Financial Advisor to support our growing wealth management practice. This role is ideal for a licensed financial professional who enjoys working with clients, conducting review meetings, assisting with financial planning discussions, and helping individuals and families pursue their financial goals.
The Associate Financial Advisor will work directly with clients and prospects, assist with investment and planning conversations, support ongoing relationship management efforts, and help deliver an exceptional client experience. Flexible scheduling is available based on experience and business needs.
Responsibilities
Participate in client review and planning meetings.
Communicate with clients regarding financial planning, investment, retirement, and insurance strategies.
Assist with portfolio reviews and investment implementation.
Support client service requests and follow-up activities.
Maintain accurate client records and CRM documentation.
Assist with prospect and referral outreach.
Coordinate with team members to ensure timely completion of client requests.
Remain informed regarding market trends and industry developments.
Uphold all regulatory and compliance requirements.
\nCompany DescriptionP Randolph Financial Group is a client-focused wealth management and financial planning practice dedicated to helping individuals, families, and business owners pursue their financial goals through personalized advice, investment management, retirement planning, and comprehensive financial strategies. We are committed to building long-term relationships, delivering exceptional service, and providing clients with the guidance they need to make confident financial decisions. Our team values integrity, professionalism, and a client-first approach in everything we do.
Company Description
P Randolph Financial Group is a client-focused wealth management and financial planning practice dedicated to helping individuals, families, and business owners pursue their financial goals through personalized advice, investment management, retirement planning, and comprehensive financial strategies. We are committed to building long-term relationships, delivering exceptional service, and providing clients with the guidance they need to make confident financial decisions. Our team values integrity, professionalism, and a client-first approach in everything we do.
$80 per hour
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