Financial Advisor Associate
3 days ago
At Buckingham Strategic Wealth LLC, we are seeking a highly motivated and skilled Financial Advisor Associate to join our team.
The estimated salary for this position is $70,000 - $80,000 per year, depending on experience. We offer a competitive benefits package, including up to 100% medical and dental insurance premiums, life, long-term disability, and accidental death insurance policies.
Job DescriptionThis role involves working closely with experienced advisors to deliver comprehensive financial planning services to clients. Key responsibilities include:
- Developing a mastery of our evidence-based investment philosophy
- Serving as a resource for other team members
- Creating personalized investment plans using Money Guide Elite, Orion, and Holistiplan
- Determining asset allocation based on client needs and risk tolerance
We are looking for an individual with a strong educational background and relevant experience in the financial services industry. The ideal candidate will possess excellent communication skills and be able to work effectively in a team environment.
Buckingham Strategic Wealth LLC offers a dynamic and supportive work environment, with opportunities for professional growth and development. If you are a motivated and results-driven individual who is passionate about delivering exceptional client service, please submit your application.
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