Financial Advisor Associate

2 weeks ago


Ephrata, Pennsylvania, United States Smoker & Company Full time
Wealth Advisor Associate at Smoker & Company

Smoker & Company is committed to fulfilling our clients' financial management aspirations. We provide a comprehensive array of products and services designed to assist our clients on their financial journey, fostering a diverse and engaging work atmosphere.

We are seeking a motivated Wealth Advisor Associate to become part of our expanding team and contribute significantly to delivering exceptional product and service recommendations to our clients. This role will involve guiding clients through the complexities of wealth management while collaborating closely with a team of seasoned professionals.

Key Responsibilities:
  • Engage with clients to discuss their financial goals and risk appetite, recommending suitable financial planning approaches.
  • Address client inquiries regarding their financial requirements and execute trades on their behalf.
  • Conduct regular reviews of client accounts to identify necessary adjustments in their strategies.
  • Assist in crafting financial plans that take into account expenses, income, insurance coverage, financial objectives, tax status, and risk tolerance.
  • Develop and maintain a client portfolio while ensuring updates are made as needed.
  • Support advisors and staff with various operational needs.
  • Perform additional duties as required.

Qualifications:

  • Bachelor's degree is preferred.
  • Possession or pursuit of FINRA SIE, Series 7, and 66 Securities licenses.
  • 1 – 2 years of experience in sales.
  • Excellent verbal and written communication skills.
  • Familiarity with CRM systems is advantageous.
  • Prior experience in a financial services environment is preferred.
  • Experience in tax preparation is a plus.
  • Ability to manage multiple tasks and handle sensitive information.
  • Valid driver's license is required.

We provide an Uncapped Commission Plan, Medical, Dental, Vision Insurance, 401K Match, options for a hybrid work environment, and opportunities for Team Building Events.



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