Associate Advisor - Wealth Management

Description

POSITION : Associate Advisor, Wealth Management

TYPE : Full time, Salary

LOCATION : Utica, 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 2-3 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

CORE RESPONSIBILITIES :

TECHNICAL SKILLS :

REQUIREMENTS :

In addition to working with a team of highly competent professionals in a growing firm, benefits include :

BASE SALARY RANGE : $52,000-$71,500 plus performance-based 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.