Associate Financial Advisor

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Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client's values, goals, and what means most to them, we are able to formulate diverse and customized strategies toward their desired outcomes and success.

Our Mission

To maximize life's potential through aligning values and goals.

Our Values

• Integrity - to be honest with strong moral principles and ethical standing
• Driven - to carry a determined work ethic in fulfilling obligations to others and ourselves
• Accountability - to accept responsibility for our actions, decisions, and commitments
• Diversity - to be open and accepting to different thoughts, beliefs, and backgrounds

Responsibilities

Effectively conduct and manage marketing efforts to new and existing clients

Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients

Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks

Observe and assist with new and existing client meetings throughout the business process while building client relationships

Skills and Capabilities

Compensation

Qualifications

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