Financial Advisor Associate

7 days ago


Mentor, Ohio, United States Benjamin F Edwards & Co Full time
About the Role

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:

  1. Collaborate with Financial Advisors to develop and implement comprehensive financial plans for clients.
  2. Assist in the creation and completion of client documentation, ensuring accuracy and attention to detail.
  3. Conduct thorough research and provide investment advice to clients, identifying opportunities to enhance their financial well-being.
  4. 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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