Financial Planning Professional
6 days ago
The estimated salary for this role is $60,000 - $80,000 per year.
About the JobCary Street Partners Financial LLC seeks an experienced Associate Financial Advisor to partner with our team in managing and developing client relationships. This position requires excellent communication and interpersonal skills, as well as a strong understanding of financial planning principles.
Responsibilities- Supports Financial Advisors in all aspects of financial planning and investment management services provided to clients.
- Assesses clients' financial situations by gathering information regarding investments, asset allocation, risk tolerance, savings, tax planning, retirement planning, estate planning, and insurance planning.
- Evaluates, analyzes, and prepares recommendations based on client or prospect information.
- Prepares client and prospect proposals, reports, and presentations.
- Meets with clients and prospects to deliver financial planning and investment management recommendations.
- Gains expert knowledge of the firm's tools and resources to deepen relationships with existing clients.
- Promotes appropriate wealth consulting solutions for client needs while ensuring all compliance standards are met.
- 3+ years prior financial services industry experience preferred.
- Client-facing experience providing financial planning support or in areas of Bank Financial/Trust Officer, securities, accounting, personal insurance, operations, or sales assistant experience preferred.
- Knowledge of SEC/FINRA rules and related procedures.
- Proficiency with Microsoft Office Products – PowerPoint, Excel, Word, Outlook.
- Excellent written and verbal communication skills.
- Ability to represent the Firm in a positive professional manner.
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