Job Description
Job Description
Benefits :
- Bonus based on performance
- Opportunity for advancement
- Training & development
- Wellness resources
Benefits / Perks
Careers Advancement OpportunitiesFlexible SchedulingCompetitive CompensationJob Summary
We are seeking an Associate Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each clients unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the markets financial data, has excellent communication and presentation skills, and is ready to build a successful career in financial guidance.
Responsibilities
Gather information to understand each clients overall financial situation and needs and create individualized financial plansMake recommendations around a variety of financial products and servicesNetwork and develop relationships to create a strong client baseSeek out opportunities to make presentations, provide education, and sell servicesMaintain up-to-date knowledge of the market and industry trendsEmbrace a willingness to learn and grow as a professional through continuing education, seminars, and other training opportunitiesQualifications
Bachelors degree in finance or a related fieldPrevious experience as a Financial Advisor or related positionCurrent certificate of qualifications (FCA, CII, DipFA, CISI, or other)Understanding of the markets financial dataAbility to provide reliable, data-based financial adviceAbility to explain complex financial information in simple termsExperience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management softwareExcellent negotiation, communication, and presentation skills