Associate Financial Advisor
6 days ago
We are currently seeking a dedicated and motivated individual to join our successful team as an Associate Advisor. If you are passionate about helping clients navigate their financial goals, building lasting relationships, and providing exceptional service, we want to hear from you.
About Us:- Well-established and rapidly growing financial firm
- Opportunity for professional growth and development
- Team-oriented and collaborative work environment
- College degree
- 2+ years of experience in financial services
- Life and Health Licensed; Series 65 or Series 7 & 66
- Strong organizational, interpersonal, and management skills
- Excellent verbal and written communication abilities
- Proficient in mathematical and analytical skills
- Assist in onboarding new clients and conducting review meetings
- Support advisors with client inquiries and new business processing
- Maintain and enhance client relationships through exceptional service
- Communicate company services and capabilities effectively to clients
- Ensure accurate upkeep of client data in internal systems
- Participate in educational workshops and presentations as needed
If you are ready to take the next step in your financial services career and contribute to a dynamic team, we encourage you to apply for this exciting opportunity.
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