Associate Financial Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Establish and cultivate client relationships by delivering outstanding service and addressing their financial requirements.

• Support the preparation for client meetings, ensuring all necessary documentation is systematically organized and readily available.

• Work alongside the advisory team to create thorough financial plans customized to clients' unique situations.

• Accurately execute trades and transactions in a timely manner.

• Interact with clients to strengthen relationships and introduce additional services as necessary.

• Develop a business portfolio through referrals and natural market engagement.

⛳️ Requirements

• A book of business is required.

• Over five years of experience as a financial advisor.

• Must hold Series 7, Series 66, and Life & Health licenses.

• CFP designation is preferred.

• Excellent interpersonal and communication skills.

• Detail-oriented with strong organizational and time-management skills.

🏝️ Benefits

• Base salary starting at $70,000, based on experience.

• Opportunities for bonuses dependent on performance.

• Comprehensive benefits package that includes PTO and paid holidays.

• Option for remote work.