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  • Associate Financial Advisor

    1 day ago

    Washington, United States Edward Jones Full time

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Associate - Ascend National Wealth Advisors

2 months ago

Washington, United States Thrivent Financial Full time

Associate - Ascend National Wealth Advisors

Position Summary: This unique position provides the stability of income and the ability to focus on learning and development rather than production. You will work closely with our team receiving mentorship, coaching, training, and support in cutting-edge industry best practices. As the Financial Associate demonstrates drive, aptitude, and cultural fit, candidates can advance towards a Lead Advisor role on the team. This is an incredible opportunity for the right person to grow both professionally and financially. Responsibilities: Learn and understand the entire operation of Ascend National Wealth Advisors Participate in Joint Fieldwork with the advisors and affiliates of Ascend National Wealth Advisors to build expertise and learn best-practices within the industry Meet with new and existing clients to build a book of business and grow relationships Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts Position products, services, and strategies to help clients gain financial clarity Maintain existing client relationships through processing of client request, resolving client questions, and making sure client information and documentation are up to date Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc. Participate in events to attract new clients and provide financial education to the local community Research and respond to client inquiries Finalize, submit, and track all client paperwork for account and application changes Collaborate with Lead Advisor on complex scenarios Schedule, prep, and document all your client meetings Characteristics: Our culture and people are special. We’re looking for people who are–or want to become–part of the communities where our clients live, work and worship. Whether you’re just entering the workforce, or looking for a career change, you could be a successful addition to our team if you are: Self-motivated, independent, and driven to succeed with a strong growth mindset Motivated by helping others and relationship-oriented A natural coach or guide with strong interpersonal skills Passionate about living a life of generosity by serving others, not just selling products Benefits: Generous Paid Time Off 401(k) with employer match Position Requirements: Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65); Life, Health, and Annuities registration required Five years’ experience in the financial services industry, preferably as an advisor Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions Ability to maintain integrity of sensitive/confidential information

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