Junior Financial Advisor

Job Description

Job Description

Are you ready to put your skills and experience to work at a dynamic, independent, privately-owned company? A4 Wealth Advisors, LLC.

a financial services firm in Huntersville, NC, has an opening for a full-time Junior Financial Advisor - and this is far more than just another job opportunity!

When you join our team, you are given a lot more than a desk and a phone. You will get :

• Access to existing clients and prospective clients
• Top-notch administrative support
• Marketing support
• Name and brand recognition of firm due to length of time & presence in the community
• The equipment and software you need for illustrations and reports
• Bonus opportunities based on company profitability and growth
• Access to shadow a successful financial advisor to help train you

When it comes to choosing your next opportunity, you may be wondering what to expect. If you join our team, we provide :

• 401(k)
• 401(k) matching
• Health care reimbursement ($4,000 / year)
• Professional development
• Bonus opportunities based on company profitability and growth

Now, you are probably wondering a little more about what we need, so here it is :

• Prior Experience Working in Financial Advisory Industry as an IAR (Required)
• Active North Carolina and South Carolina Life Insurance License (Required)
• Series 65 / 66 or equivalent (Required)
• High School Diploma (Required)
• Bachelor’s or associate degree in finance or similar field (Preferred)

Want some more specifics? If you join the A4 Wealth Advisors team, here is what you will be doing :

• Function as a trust advisor to the firm’s clients
• Ensure retention of the firm’s clients as well as generating referrals
• Support the team as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, insurance, retirement planning and general financial planning
• Provide cutting edge financial planning, tax, estate, and investment advice to the firm’s clients
• Analyze, draft, edit and deliver comprehensive financial plans to clients
• Analyze prospective clients’ investment portfolios and financial planning
• Manage client communications and follow-up with clients
• Ensure adherence to company standards of net new asset growth and retention

Want some more specifics on what makes a successful Junior Financial Advisor?

• Minimum 3 years of client-facing tax, wealth management or financial planning experience
• Humble, entrepreneurial, and hard-working team player with a positive attitude
• Sincere desire to help others
• Highly self-motivated and self-disciplined
• Work effectively and independently
• Excellent communication, presentation, listening and analytical skills
• Proven time management and organizational skills in a high-volume and high energy environment
• Strong knowledge of and the ability to present investment, finance, insurance, and tax planning concepts
• Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint
• Must be coachable, possess a desire to evolve and be accountable for results
• Detail oriented with strong follow up processes

Now that you know a little more about us and what we are looking for, it is time for you to tell us about you. Reach out to us ASAP because you just might be exactly who we are looking for! To learn more about us, please visit https : / / www.a4wealth.com /

Company Description

We are a group of passionate and experienced financial service professionals committed to maintaining our focus on the development and preservation of all four asset classes;

Financial, Intellectual, Social and Human, we can help so our clients and their families achieve more clarity, balance and confidence in their lives

Company Description

We are a group of passionate and experienced financial service professionals committed to maintaining our focus on the development and preservation of all four asset classes;

Financial, Intellectual, Social and Human, we can help so our clients and their families achieve more clarity, balance and confidence in their lives