Financial Advisor Associate
7 days ago
We are seeking an ambitious Financial Advisor Associate to join our dynamic team at Benjamin F. Edwards & Co.
Job Summary:
- This is a fantastic opportunity for a recent graduate or someone looking to transition into a career in financial services.
- The successful candidate will work closely with experienced Financial Advisors to deliver exceptional client service and achieve business growth.
Key Responsibilities:
- Collaborate with Financial Advisors to develop and implement comprehensive financial plans for clients.
- Assist in the creation and completion of client documentation, ensuring accuracy and attention to detail.
- Conduct thorough research and provide investment advice to clients, identifying opportunities to enhance their financial well-being.
- Schedule appointments, prepare for meetings, and provide exceptional client service.
Requirements:
- Series 7 and 66 licenses or willingness to obtain within 6 months.
- 2+ years of experience in financial services (or equivalent) preferred.
- College degree in Business, Finance, Sales, or Marketing (or related field).
Benefits:
- A competitive salary: $60,000 - $80,000 per year (based on location and experience).
- A comprehensive benefits package, including health, dental, vision, 401(k), life insurance, disability, and paid time off.
- Ongoing training and professional development opportunities.
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