Associate Financial Advisor

ASSOCIATE FINANCIAL ADVISOR

Overview

Our client is currently seeking several financial professionals to join their well-established teams in the California Bay Area; Seattle, WA; or Portland, OR.

Duties and Responsibilities

• Prepare paperwork and meeting agendas for clients
  
• Execute client requests in a timely manner
  
• Onboard new clients utilizing various internal and external systems
  
• Collaborate across multiple teams, such as tax, trading, and financial planning, to formulate recommendations for clients
  
• Perform other duties and responsibilities as assigned
  

Requirements

• Undergraduate degree in Finance or other related fields
  
• 1 to 3 years of related experience in the financial service industry
  
• Series 65
  
• Currently working on or is interested in obtaining the CFP designation
  
• Proficient with Microsoft Office Suite (Excel, Word, Outlook) or related software
  
• Detail-oriented, with the ability to accurately manage multiple tasks with multilevel steps
  
• Personable, with the ability to connect with clients and build trust in a professional manner via e-mail, phone, and in-person interactions
  
• The cognizance to recognize the emotions of clients and communicate appropriately with clients in a variety of situations
  
• Embody confidence and certainty in speech and body language
  
• Analytical, with the ability to produce what the clients express and convey, in order to provide appropriate recommendations to meet their goals
  
• The flexibility to prioritize daily tasks in a consistent, efficient, and effective manner
  
• The ability to maintain confidentiality of sensitive information entrusted by the clients
  

Benefits

• Competitive compensation and salary, as well as bonus potential the Associate Financial Advisor can earn $65,000 to $100,000 the first year, depending on experience
  
• Medical, vision, dental, and disability insurance for employees, 100% paid for by the company
  
• 401(k) retirement plan with company match
  
• Paid parental leave