Associate Financial Advisor

3 weeks ago


Lutherville Timonium, United States Hergenroeder Financial Advisors Inc Full time

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. #J-18808-Ljbffr



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