Associate Financial Advisor

The ideal candidate will thrive in a fast-paced work environment, show initiative and drive. Must be able to understand financial concepts as well as have a desire to grow as an advisor. 

 Responsibilities

• Assist with meeting preparation
• Follow up with clients after meetings to help with plan implementation 
• Schedule and meet with clients as part of touch point plan
• Complete Investment Customer Service Requests
• Provide ad hoc support around office as needed

 Qualifications

• Bachelor's degree, preferably in a Business-related field
• Strong interpersonal, customer service and communication skills
• Strong Organizational skills 
• Ability to multitask and prioritize 
• Proficient in Microsoft Office suite
• Must get Life and Health Producers License prior to start date
• Must be able to pass FINRA SIE, Series 7, and 63 within first 9 months