Virtual Associate Financial Advisor

1 month ago


Exeter, California, United States HARVEST WEALTH GROUP Full time
Job Title: Virtual Associate Financial Advisor

Harvest Wealth Group is seeking a highly motivated and detail-oriented Virtual Associate Financial Advisor to join our team. As a key member of our Diamond Team, you will play a crucial role in serving our clients and driving the growth of our firm.

Key Responsibilities:

  • Work collaboratively within a Diamond Team structure to serve existing clients.
  • Conduct proactive service calls to an existing book of clients under the supervision of a lead advisor.
  • Collaborate with senior advisors to address clients' concerns.
  • Assist in preparing client documents, including meeting notes, follow-up actions, and updates to the firm's CRM.
  • Embrace specialization within the team, focusing on areas of expertise to provide exceptional value to clients.
  • Actively participate in the growth and development of the Diamond Team including identifying opportunities and referring to the appropriate team members.
  • Keep up-to-date with industry trends, regulations, and best practices to continue to grow as an advisor.
  • Collaborate with the Harvest Wealth Group team to continuously improve service offerings and client experience.

Why Join Harvest Wealth Group's Diamond Teams:

  • Structured growth model that eliminates the pressure of self-sourcing leads.
  • Supportive team environment where collaboration and specialization thrive.
  • Your voice matters. You will participate in active and lively weekly departmental meetings that help shape our future.
  • Clear career path for advisors with opportunities for advancement.
  • Increased advisor productivity through specialization and client segmentation.
  • Focus on client service and the development of strong client bonds.
  • Ability to leverage the expertise and resources of the Diamond Team for better client outcomes.
  • Competitive compensation package with a base salary, unlimited salary cap, and bonus potential.
  • Access to cutting-edge technology and tools to enhance your financial advisory services.
  • Ongoing training and development opportunities to improve your skills and knowledge.
  • Flexibility to work remotely from anywhere, avoiding the constraints of a corporate office.

Qualifications:

2+ years of experience as a financial advisor.

Strong knowledge of financial planning and investments.

Excellent communication skills and attention to detail.

Tech-savvy and comfortable in a virtual environment.

Alignment with our core values and mission.

A desire for personal and professional growth.

Collaborative and problem-solving mindset.

Our company runs on EOS (Entrepreneurial Operating System) purely. That means as a member of this team, you will have a leader who:

  • Gives clear directions.
  • Makes sure you have the necessary tools.
  • Acts with the greater good in mind.
  • Delegates appropriately.
  • Takes time to truly understand your role and how you can help the company.
  • Makes their expectations clear.
  • Communicates well.
  • Has effective meetings.
  • Meets one-on-one with you quarterly or more, if needed.
  • Rewards and recognizes your performance.

To apply, please submit your resume, cover letter, and relevant certifications or designations. We look forward to reviewing your application.



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