Associate Advisor - Wealth Management
Associate Advisor - Wealth Management
Posted on :
11-04-2025
Employer Active
1 Vacancy
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Monthly Salary
$ 58000 - 70000
Vacancy
1 Vacancy
Posted on :
11-04-2025
Job Description
TYPE:Full time Salary
LOCATION: Syracuse NY
SUMMARY:Are you passionate about helping people achieve their financial goals Do you enjoy working with people who share your commitment to quality excellence and professional growth Our client Strategic Financial Services is looking for motivated professionals who have an interest in a career in financial services and 23 years of demonstrated success in a professional environment. The team is growing and investing in new members who will play a supportive role in client and advisory activities. There is tremendous opportunity for growth in this role along with competitive compensation benefits and PTO.The company was recently named the #1 Place to Work for Financial Advisers by InvestmentNews!
FIRM VALUES:
- Serve Grow Live
- Client Service: Daytoday primary/backup contact for clients/prospects and primary backup to lead and senior advisors. Serve as liaison between client service and advisor team / end client. Coordinate key tasks with professional partners outside of Strategic (attorneys CPAs insurance providers etc). No primary relationship management responsibility.
- Investment and Financial Plan : Coordinates/Executes/Implements recommendations for client financial plans andinvestments.
- Business Development: Devote 20 of time to supporting the Senior Advisor with business development efforts including new prospects Proven Process referrals and wallet share.
- FollowUp/To Dos: Timely completion and coordination of action items internally with proper inputs communicated toteam members when delegated.
- Leadership: Participate in firm groups initiatives or internal projects/rocks as well as in the community.
- Operational: Working knowledge of the firms financial planning tech client facing technology performance reporting and CRM systems.
- Financial Planning: Basic knowledge of key financial planning areas (Risk Management Tax Estate Retirement Education and Business).
- Investments/Market: Basic knowledge of securities markets global economics portfolio construction and informed on market conditions and news events and their implications for investors.
- Industry: Basic understanding of key trends in financial planning and legislative changes.Comprehensive understanding of financial planning areas and securities markets.
- Communication: Good written verbal and presentation skills. Demonstrated ability to listen ask good questions identify opportunities resolve conflicts educate and coach clients.
- Administrative: Ability to coordinate key tasks with professional partners outside of Strategic (Estate Tax Insurance etc.
- Fundamental: solid problem solving EOS and technology skills
- Bachelors degree (preferably in business accounting finance economics education or related experience)
- Possesses a Series 65 license (or be able to obtain within 6 months of hire)
- Experience in financial services industry (preferred but not requiredseveral of our best teammates changed careers!
- Continuously exhibits personal integrity and professional initiative.
- Reliable follows through on commitments does not shrink from new challenges.
- Possesses a passion to help new and existing clients.
- Proficiency in Microsoft Office; experience with various financial planning CRM portfolio management and document management software; previous experience with Salesforce and/or Orion preferred.
- Must be organized detailoriented and able to multitask.
- Demonstrates a commitment to accuracy by delivering high quality work.
- Excellent written and verbal communication.
- Collaborative and able to work effectively with others.
- Flexible team player who is highly adaptable to change and open to new ideas.
- Demonstrated ability to work successfully in an entrepreneurial small company environment.
- Desire to enroll in CFP program.
- Opportunity to make an impact on clients lifelong financial goals.
- Supportive leadership team dedicated to our culture of learning and professional development.
- Career mapping and mentorship
- Opportunity to grow personally and professionally
- Competitive salary and health benefits
- 401K
- Paid time off
BASE SALARY RANGE:$58000 $70000plus performancebased compensation
Strategic Financial Services is an Equal Opportunity Employer.All qualified applicants will receive consideration for employment without regard to race color religion gender gender identity or expression sexual orientation national origin genetics disability age veteran status or any other status protected by law.
Required Experience:
IC
Employment Type
Full-Time
Key Skills
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