Associate Advisor
Signature Estate & Investment Advisors, LLC
Associate Advisor
Location: Cleveland, OH Reports To: Lead Advisor
Summary: This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients.
Duties And Responsibilities:
- Oversees client planning, implementation, and service details.
- Conducts investment reviews.
- Responds to service issues.
- Maintains client and practice management data.
- Independently serves and grows existing investment clients.
- Performs other related duties as assigned by management.
Qualifications:
- Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
- Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP)
- Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.
Vacancy posted 4 days ago
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