Associate Financial Advisor
3 weeks ago
Job Description
Job Description
We are seeking an Associate Financial Advisor to join our team Experience the difference at an independent financial advisory firm.
You must be willing to come into the socially distant office. Client meetings held in-person and virtually at this time.
Responsibilities:
Support independent, highly successful financial advisors in most aspects of the business
Execute trades in client accounts (Series 7 license preferred OR comparable experience at RIA firm)
Assist advisors in reviewing firm investments on a regular basis and provide analysis
Utilize Morningstar to assemble portfolios and perform research
Prepare Excel reports from LPL Financial client management system to analyze data and create efficiencies
Perform operational duties such as establishing accounts, paperwork for new and existing clients, account transfers, money requests, ACH set up
Become proficient with LPL Financial account management system
Maintain Redtail CRM for client management
Utilize eMoney financial planning program and prepare financial plans
Prepare and review reports for client meetings
Speak with clients as needed
Participate in compliance duties of the firm
Other duties to support advisors as needed
Some potential for advancement in the firm
Opportunity for bonus compensation in addition to stated pay range
Disability insurance also provided
Employer contributions to Health Savings Account
Qualifications:
Previous experience in financial services, banking, or other related fields
Finance, business, financial planning or other related degrees or concentrations preferred
Excellent organizational and time management skills
Must be a team player
People-oriented -- enjoys interacting with people
Detail-oriented
Strong computer skills (Word, Excel, CRM, and other industry programs)
Strong analytical and critical thinking skills
Excellent written and verbal communication skills
Company Description Our professionals at Hergenroeder Financial Advisors, Inc. offer a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about working towards making your dreams a reality.
Company Description
Our professionals at Hergenroeder Financial Advisors, Inc. offer a "hands-on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about working towards making your dreams a reality.
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