Associate Financial Advisor


JOB REQUIREMENTS: Advise clients on financial plans using knowledge of
tax and investment strategies, securities, insurance, pension plans, and
real estate. Duties include assessing clients assets, liabilities,
cash flow, insurance coverage, tax status, and financial objectives.
Employees are expected to exhibit the Core Values of the firm: WOW!,
Initiative & Effectiveness, Resourcefulness, Team-Minded and High
Standards (of Self and Others) Serve as a Relationship Manager for an
existing group of clients by providing advice and guidance to help
clients achieve their goals. Identify financial planning needs and
discuss the benefits of comprehensive financial planning with clients.
Review investment performance of overall portfolios, identify
rebalancing needs and provide suitable recommendations aligning with
clients risk tolerance, timeframe and goals. Provide client
relationship support through managing, gathering and analyzing client
data, help prepare financial plans and other client deliverables, work
with clients to resolve issues and other practice management tasks, as
needed. Help to grow the firm by increasing AUM with existing book (and
through organic growth by acquiring new clients through the companys
marketing efforts and existing client referrals). Provide customer
service to existing clients by solving problems and answering questions
regarding their accounts, paperwork and/or processes related to the
implementation of their financial plans. Populate and maintain accurate
client data in Client Relationship Management database Adhere to
professional ethical standards that define appropriate treatment of
clients, define best practices in the financial services industry, and
are specified by the professional groups or agencies governing the
issuance of their respective licenses and/or credentials.Must maintain
confidentiality in all aspects of the job. Attend company and/or team
meetings. Responsibilities may change over time to meet the needs of
the practice and can include other duties as assigned by Direct Report,
orFranchise Owner. Competencies and Talents: Well organized and must
pay attention to detail and ability to meet deadlines Competency
inMicrosoft Office Suite including Word, Excel, Teams and Outlookand
skillful navigation of web browsers including Edge and Chrome. Strong
verbal/written communication and interpersonal skills Works well
independently with little direct supervision, as well as in a team
environment Ability to solve practical problems and deal with a variety
of concrete variables in situations where only limited standardization
exists Ability to interpret a variety of instructions furnished in
of related industry experience – Required APPLICATION
INSTRUCTIONS: E-Mail a Rsum: Other: Please
include a cover letter with the resume upon submission via email