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Associate Financial Advisor

3 months ago

San Diego, California, United States FIDES Wealth Strategies Group Full time

WHO WE ARE:

FIDES Wealth Strategies Group, an established financial planning firm, is seeking a Financial Planner to assist us in our mission of guiding clients toward realizing their vision of security and fulfillment. This is your chance to play a key role in the future success of our fast-growing organization

We are a Financial Planning / Wealth Management Firm specializing in the pre-retirement, 55 and older market, transitioning to multi-generational wealth. Expanding to 45-60, working with $250k+ household income and small businesses. We lead with financial planning and offer asset management and risk management solutions.

We believe in a collaborative environment rewarding individual results within a team effort. Our culture combines the best of traditional financial services models with the flexibility and swiftness of modern-day technology firms.

If you have a relentless, burning desire to succeed and share our vision, then we would love to hear from you

Responsibilities:

WHO WE WANT:

A Financial Advisor will provide advisory services and support to current clients working closely with a Senior Financial Advisor.

WHAT TO EXPECT:

· Provide information/education to clients about the purpose and details of financial products, services, and strategies.

· Promote established investment models and strategies that are suitable for our targeted clients.

  • Coordinate all money movement, strategy changes and paperwork for existing clients and prospects with the operations team as necessary.

· Adhere to all company and industry supervisory guidelines and policies.

· Participate in advisor meetings, training, and continuing education requirements.

· Provide positive and professional service to the assigned client base.

· Handle all communication with the client base including phone calls, emails and meetings.

· Review investment products currently held in clients' accounts and reallocate to the appropriate model to help clients meet their financial objectives.

· Maintain all continuing education requirements of a wealth advisor plus required training elements.

· Attending firm and client events.

· This is NOT a sales position.

Qualifications

WHAT YOU NEED:

· Excellent interpersonal & communication skills.

· Excellent attitude and an extraordinary client service orientation.

· A genuine interest in serving and caring for other people.

· Excellent organizational and time management skills.

· Ability to handle multiple tasks and priorities simultaneously.

· Over 2 years of investment advisory experience.

· An active series 65, 66 or exemption designation.

· Clean U-4 and U-5 history.