Senior Associate Financial Advisor

Description

The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor. This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor's existing book of business. In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice's strategic plans and assist in the day-to-day management of the office.

Here's what you can expect from the job and what you need to be successful :

Job Duties

• Strategic Integration

Collaborate with the Senior Advisor to implement business development, client service, and operational strategies.

Take an active role in portfolio research and asset allocation design

Assist the senior advisor in managing all client relationships

Collaborate with the assistant to ensure smooth operations and client satisfaction

Design and manage client "touchpoints" strategy to deliver timely information and resources to clients throughout the year

Essential Skills

Location : Fort Collins Experience Center (Primary) with coverage at Boulder and Denver Tech locations

Target Compensation for Colorado : $90,000 to $120,000 (This range reflects reasonable earnings potential which includes a base salary of $80,000-$90,000 plus quarterly incentive pay tied to production growth)

Benefits options include :

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First Tech is not currently offering Visa sponsorship or transfer for this position

Registered address : 2720 Council Tree Ave, Ste 188, Fort Collins, CO 80525 | 855.744.8585

Financial Advisors offer securities through Raymond James Financial Services Inc. Member FINRA / SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker / dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.