Associate Financial Advisor

About Guided Financial Advisors 

Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them, we are able to formulate diverse and customized strategies geared towards their desired outcomes and success. 

Our Mission 

 To maximize life’s potential through aligning values and goals. 

Our Values 

 Integrity - to be honest with strong moral principles and ethical standing 

Driven - to carry a determined work ethic in fulfilling obligations to others and ourselves 

Accountability - to accept responsibility for our actions, decisions, and commitments 

Diversity - to be open and accepting to different thoughts, beliefs, and backgrounds 

Responsibilities and Job Description 

 An Associate Financial Advisor at Guided Financial Advisors will need to have personal and professional values that align with the organization's as well as the ability to efficiently and effectively assist with the management of 4 key areas of the business. 

Marketing: Effectively conduct and manage marketing efforts to new and existing clients 

Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients 

Administrative Tasks: Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks 

Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships 

Skills and Capabilities 

 Coachable 

Active Listening 

Time Management 

Organization Skills 

Problem Solving 

Communication 

Presentation 

Customer Service 

Approachable 

CRM and Computer Skills 

Accurately Forecast and Achieve Goals 

Interpersonal Skills 

Networking 

Compensation 

 Compensation can be structured between three components. 

Competitive Base Compensation 

Upfront Commission Structure 

Quarterly Bonus Incentive 

Qualifications 

 Bachelor's degree in finance / business related field or 5+ years experience in finance or business related field 

Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license 

Preferred but not necessary, 1+ years of financial services industry and/or sales related experience 

General knowledge on investment products and services as well as current market conditions 

Successful completion of background and assessment check 

To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.