Associate Financial Advisor

Description

The Associate Financial Advisor is mentored by a Financial Advisor while assisting members, clients, and prospects with information, products and procedures to implement an investment program. This position is considered an entry level role and part of a defined career path toward becoming a Financial Advisor.

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

Job Duties

• Under the direct guidance of a Financial Advisor :

Support in gathering client information for constructing and updating financial plans, pre & post meetings

Essential Skills

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

Target Compensation for Texas / Georgia :    $27.00 to $33.00 / hour + annual bonus

Benefits options include :

What makes First Tech different? Click  here  to learn more!

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.