Associate Advisor/ Wealth Planner

Associate Advisor / Wealth Planner

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.

• 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.

This job has no supervisory responsibilities.

• 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); Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.
• Familiarity with E-Money or similar preferred
• Some tax background a plus

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Signature Estate & Investment Advisors, LLC