Associate Financial Advisor

4 weeks ago

Hartford, United States FIG Talent Solutions Full time

JOIN OUR TEAM TODAY

One of our top Financial Advisors has an Associate Advisor position available in their Hartford, CT office.

YOUR ROLE:

The Associate Advisors primary focus is to free the lead advisor to focus on new business and maintaining only the most complete and highest value client relationships. The Associate Advisor will conduct financial analyses and make customized investment recommendations for less complex clients with the guidance of the Lead Advisor. The Associate Advisor is fully accountable for contacting prospects to set appointments, maintaining files and records, handling day to day client management, advice delivery for the clients, and retention. Key duties for this role including deepening relationships with clients, meeting with prospects/clients typically transitions from Lead Advisor, portfolio risk analysis, and providing investment recommendations based on research.

JOB RESPONSIBILITIES:

Daily:

Data gathering using fact finder

Receive incoming prospect and client calls in a friendly, warm manner

Conduct client meetings to present recommendations/deliver advice

Answer questions from client as it pertains to their account

Review and respond to emails as necessary

Weekly:

Prepare for client meetings (applications/analysis)

Perform case analysis and develop recommendations

Communicate with team members on client documentation, prep, and process

Participate in meetings

Monthly:

Review work methods and procedures for possible improvements and efficiencies

Review database to ensure client records are up to date

Maintain strong compliance documentation

Quarterly:

Portfolio analysis and monitoring

Gather account values and complete client review summary for upcoming appointments

Assist with client update reports

As Needed:

Write notes or letters to clients

Respond to advice related client calls

Maintain current licenses and appointments with agencies and companies

Investment research for new products and provide summary to Advisor

Assign and delegate work and provide feedback, when appropriate, to support team

WHY YOU ARE THE RIGHT PERSON:

Series 65

Knowledge of key financial, investment, and risk management concepts

Ability to market local clients transitioned from Lead Advisor

Effective communication and persuasive ability

Highly organized with strong follow through

Process driven while completing tasks

Ability to prioritize day to day tasks and issues

Resourceful in problem resolution

Phenomenal phone skills and ability to build trust with clients

Operate with a proactive approach when dealing with Advisor and clients

Experience working in fast paced environment

Demonstrate persistence to achieve quality

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