Associate Wealth Advisor

As an Associate Advisor, you will provide comprehensive evaluations of clients' current financial situations while helping them define and achieve their short- and long-term financial goals. Our ideal candidate is driven by a passion for helping clients identify opportunities, develop personalized strategies, and achieve lasting financial success through a broad range of financial planning services. Join our team to build your expertise through hands-on experience, professional mentorship, and ongoing development in areas including risk management, estate planning, debt management, investment strategies, real estate, retirement planning, mutual funds, and other wealth management solutions. Responsibilities: • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations • Embrace the role of a structured yet coachable team player open to continued education and training from other team members • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs Qualifications: • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary Degree level: Bachelors Life and Health License (Firm will sponsor) FINRA SIE, Series 6 or 7, and Series 65 or 66 (Firm will sponsor) Sales experience, Financial Services industry preferred Compensation: $80,000 - $120,000 yearly

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Compensation:
$80,000-$120,000 per year