Associate Financial Advisor

Our client, a highly successful wealth management firm, is currently looking for a proactive and dynamic Associate Financial Advisor to join our team. As a financial advisor, you are expected to use your skills and knowledge in finance to provide strategic, personalized financial guidance to our clients, helping them meet their financial goals.

Key Responsibilities:

• Developing and implementing an annual marketing plan to meet client acquisition goals.
• Encouraging client acquisition through networking, referral programs, and natural markets.
• Arranging client meetings and appreciation events; handling online marketing initiatives and local advertising.
• Identifying potential planning relationships among clients, preparing and delivering key discussion points for client meetings.
• Providing expert financial advice to our clients and addressing their queries promptly.
• Assessing clients' risk tolerance, financial status, and investment goals to recommend suitable financial plans and products.
• Conducting financial transactions and rebalancing portfolios based on market dynamics and client needs.
• Effective business management, including setting up and maintaining records, providing feedback, and offering technical support when necessary.
• Engaging in regular communication with clients, ensuring they are updated at all times.

• Bachelor's degree in Finance, Accounting or related field
• 3+ years client service/advisor experience, ideally out of a wirehouse
• FINRA licenses – Series 7 & 66