Associate Financial Advisor

1 month ago


Owensboro, United States TalentWealth Full time

At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Owensboro, KY is an independent wealth management team that manages over $250M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their team.


The Associate Advisor works with the Advisory team on all aspects of wealth management, including managing client relationships, identifying and meeting client needs, and supporting the implementation of financial plans. The Associate Advisor is not expected to create new client introductions, however, the Associate Advisor is responsible for maintaining the team’s client service model, directing the planning and onboarding processes, and deepening the client relationship with a subset of already established clients.


Essential Duties and Responsibilities:

  • Support the Senior Advisor to further develop and enhance existing client relationships.
  • Act as a key point of contact for clients on any non-administrative requests/needs
  • Assist with and attend client meetings and discussions covering investment strategy, account performance, and market developments.
  • Prepare client meeting materials including financial planning, asset allocation, and investment performance reports.
  • Work with the Senior Advisor and Operations Team to follow up on all outstanding items from client meetings.
  • Assist in the execution of client recommendations
  • Assist the Senior Advisor in evaluating client financial strategies and decisions by conducting financial analyses on a wide range of investment, tax, estate, and financial planning topics
  • Manage all cash activity and money movement for client cash reserve accounts
  • Assist the Client Advisory team as needed
  • Quarterly and ad-hoc performance reports for advisors
  • Manage workflow and prioritize projects
  • Monitor the team’s client service model.


Requirements:

  • Bachelor’s degree or higher
  • FINRA series 7, 66 (or 65,63)
  • Certified Financial Planner designation a plus
  • Experience with goals-based planning software a plus
  • Excellent interpersonal, communication, presentation, and listening skills
  • Ability to understand and explain sophisticated financial concepts and issues
  • Strong problem-solving skills
  • Detail-oriented, accurate, organized, able to set priorities, self-starter
  • Financial planning/wealth management acumen, judgment, and experience
  • Passionate about doing what is best for clients and limiting conflicts inherent in the broader industry
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment
  • Proficiency with Word, Excel, and PowerPoint



  • Owensboro, United States TalentWealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Owensboro, KY is an independent wealth management team that manages over $250M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their team.The...


  • Owensboro, United States Talentwealth Full time

    At TalentWealth Recruiting we assist independent Wealth Management firms across the country in hiring top professionals to join their practices. Our client in Owensboro, KY is an independent wealth management team that manages over $250M in assets and is seeking a sharp, motivated, and detail-oriented Associate Financial Advisor to join their team.The...

  • Client Advisor

    1 month ago


    Owensboro, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Client Advisor

    2 weeks ago


    Owensboro, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Client Advisor

    5 days ago


    Owensboro, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...

  • Client Advisor

    2 weeks ago


    Owensboro, United States Spieldenner Financial Group Full time

    Job DescriptionJob DescriptionSpieldenner Financial Group is a part of one the fastest-growing insurance organization in the country. Our most important focus areas include getting agents paid quickly, keeping costs minimal, and giving agents the training and support needed to achieve success. Job Duties:Setting Appointments: 6-8 hours per week: reaching...


  • Owensboro, Kentucky, United States PNC Bank Corp. Full time

    CLIENT RELATIONSHIP DEVELOPMENT EXPERTObjective: To cultivate and enhance the branch's clientele through strategic sales and service efforts.Key Responsibilities:Proactively engages with customers to broaden the branch's customer portfolio.Improves the overall customer journey by discovering opportunities to elevate their financial health.Works...


  • Owensboro, Kentucky, United States PNC Bank Corp. Full time

    CLIENT RELATIONSHIP DEVELOPMENT EXPERTObjective: To cultivate and enhance the branch's clientele through strategic sales and exceptional service practices.Key Responsibilities:Proactively seeks to broaden the branch's customer network through innovative sales strategies and personalized service.Improves the overall client experience by discovering...


  • Owensboro, Kentucky, United States German American Bancorp Full time

    About the RoleWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Specialist. As a key member of our banking team, you will be responsible for providing exceptional service to our clients, ensuring their banking needs are met, and building long-lasting relationships.Key ResponsibilitiesClient Interaction:...


  • Owensboro, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Owensboro, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team. At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...


  • Owensboro, United States Edward Jones Full time

    Would you call yourself a relationship builder, a problem solver or a critical thinker? If you answered yes, we need you on our team.At Edward Jones, we are very intentional in calling our field associates branch teams. Most of our teams are two or three people, and in a Branch Office Support Professional role, you are a critical member of that team along...

  • Sales Professional

    3 months ago


    Owensboro, United States Transparent Financial Full time

    Job DescriptionJob DescriptionTransparent Financial is currently hiring for a full-time B2B Sales Professional to work in the area. This Owensboro position offers competitive compensation, advancement, and the opportunity to make an impact.In addition to competitive pay and our supportive work culture, we offer our B2B Sales Professional the following...

  • Outside Sales Manager

    3 months ago


    Owensboro, United States Transparent Financial Full time

    Job DescriptionJob DescriptionFamily Heritage Division is currently hiring for a full-time Outside Sales Manager to work in the Owensboro area. This position offers competitive compensation, advancement, and the opportunity to make an impact. On average, our Outside Sales Manager brings home an average of $78,000 the first year with the opportunity to make...

  • Outside Sales Manager

    1 month ago


    Owensboro, United States Transparent Financial Full time

    Job DescriptionJob DescriptionFamily Heritage Division is currently hiring for a full-time Outside Sales Manager to work in the Owensboro area. This position offers competitive compensation, advancement, and the opportunity to make an impact. On average, our Outside Sales Manager brings home an average of $78,000 the first year with the opportunity to make...

  • Client Advisor

    2 days ago


    Owensboro, United States Bronson Kinkade Consulting Full time

    Job DescriptionJob DescriptionJoin Our Expanding Agency: Exceptional Opportunities AwaitOur agency is expanding quickly, and we’re looking for a few experienced agents to join our team. Here’s why our opportunity stands out:In-Bound Leads Only: Say goodbye to cold caFully Remote: Conduct sales 100% remotely.Superior Products: Multiple exclusive products...


  • Owensboro, Kentucky, United States German American Bancorp Full time

    Job Title: Mortgage Loan Specialist Overview of Responsibilities: We are seeking a motivated mortgage professional dedicated to delivering exceptional service within our lending division. As a Mortgage Loan Specialist, your role will involve assessing and interpreting the financial profiles of clients, acting as a trusted consultant to recommend suitable...

  • Sales Associate

    3 weeks ago


    Owensboro, United States Stratford Davis Staffing LLC Full time

    Job DescriptionJob DescriptionPLEASE NO INTERNATIONAL CANDIDATES. WE WILL NOT SPONSOR VISA (H1-2-2b)Embark on your Sales journey with us!We're on the lookout for dynamic and self-motivated individuals to take on the role of Sales Associate on a 1099 contract basis. This is an excellent opportunity for both seasoned sales professionals and newcomers to...

  • Sales Associate

    3 months ago


    Owensboro, United States Evansville Goodwill Industries, Inc. Full time

    Job DescriptionJob DescriptionMore than a job, a mission! When you support your organization through the generation of revenue, you are contributing to the mission of Goodwill.We are more than just selling donations; we use the funds generated to provide employment services, digital skills training, guide programs, and a school for adult students to obtain...

  • Sales Associate

    3 months ago


    Owensboro, United States Evansville Goodwill Industries, Inc. Full time

    Job DescriptionJob DescriptionMore than a job, a mission! When you support your organization through the generation of revenue, you are contributing to the mission of Goodwill.We are more than just selling donations; we use the funds generated to provide employment services, digital skills training, guide programs, and a school for adult students to obtain...