Financial Advisory Associate
2 weeks ago
Role:
Associate Financial Advisor
Location:
Remote (Full-time, In-Office)
Salary:
$75,000 - $80,000 annually
Transcend Practice Management is excited to offer a rewarding opportunity for a dedicated individual to become part of our established and thriving firm. We pride ourselves on fostering a collaborative and enjoyable work environment, where helping clients is at the forefront of our mission. Our team is committed to delivering comprehensive investment and insurance guidance, ensuring our clients and their families receive exceptional service.
Key Responsibilities:
- Collaborate closely with three seasoned advisors to gain insights into our operations, clientele, and protocols.
- Support existing clients without the obligation to cultivate a personal client portfolio.
- Deliver informed advice on investments, risk management, annuities, and insurance products.
- Prepare for client consultations utilizing cutting-edge technology and a responsive broker/dealer.
- Assist in onboarding referrals effectively.
- Conduct annual reviews and service meetings.
- Address client inquiries and requirements promptly.
- Uphold ethical standards and strive for excellence in service delivery.
- Simplify complex financial concepts for clients.
Qualifications:
- 1-5 years of experience in the financial services sector.
- Possession of Series 7 and 66 licenses (or 63 and 65).
- Meticulous attention to detail.
- Eagerness to learn and grow professionally.
- Strong ethical principles.
- A collaborative spirit and positive demeanor.
- Adaptability and confidence in client interactions.
- A genuine desire to assist clients and colleagues alike.
We encourage applicants from diverse backgrounds to explore the opportunities we offer and discover if our firm aligns with your career aspirations. We look forward to the possibility of working together.
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