Associate Financial ....
Associate Financial Advisor
Posted on :
20-10-2023
Employer Active
1 Vacancy
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Job Description
Req ID : 2282037
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
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
Employment Type
Full Time
Key Skills
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