Associate Financial Advisor

Job Description

Job Description

Description :

Prime Capital Financial is seeking a motivated individual looking for a long-term career with a growing company supporting our Financial Network Limited brand in Overland Park / Kansas City, Kansas. This is a great opportunity for someone looking to start or advance their career as a financial advisor. As an Associate Financial Advisor at Prime Capital Financial, the ideal candidate will work directly with a senior advisor on our team in all aspects of the financial planning and client service process. This includes case preparation, meeting with clients, and managing financial planning software.

Our firm’s mission is to inspire people to achieve their life’s ambitions. Each day is an opportunity to have a real impact on the lives of clients and colleagues. Prime Capital Financial is different because we believe greatness starts and ends with our people. We are proud of having created an environment where drive, enthusiasm, candor, and professionalism are encouraged, supported, and valued. Our standards are to be the very best. If you are a detail-focused, dynamic individual who thrives in a team-oriented office setting and are ready to meet the challenge of building something great, we want to hear from you.

Objectives : The Associate Advisor will be an integral part of the team and work directly with a Senior Advisor to learn all aspects of investment management and financial planning processes. This includes case preparation, meeting with clients, client communication, building, implementing, and managing financial plans, making detailed notes for each client, and learning the PCIA way of onboarding prospects and servicing our clients. An Associate Financial Advisor will also be working closely with our Client Service department to learn and build an understanding of the role they have in working with clients and advisors.

Our Standards : Our overall standard is " service excellence ." Our goal is to provide the very best experience in service to our clients and advisors. As such, our Associate Financial Advisors must display :

• Professional Expertise
• An ability to quickly form and maintain a positive, productive relationship with advisors and their clients
• Strong technology skills
• An ability to learn the financial services industry and understand the objectives for the position
• Tremendous written and oral communication skills
• Ability to adapt quickly and positively to change in the financial services industry
• Superior attention to detail and follow through; accuracy is extremely important
• Excellent organizational and time-management skills; ability to successfully multitask and manage priorities effectively
• Team player and collaborator
• High standard of professionalism, ethics, confidentiality, and integrity
• Willingness to be proactive

There are several key areas where Associate Advisors must demonstrate professional proficiency :

Key Responsibilities :

Education / Experience

Benefits :

Prime Capital Investment Advisors (“PCIA”)

Prime Capital Investment Advisors provides a client-centric team approach to full-service financial planning, including fee-based asset management and wealth management through its Prime Capital Wealth Management brand. Through its Qualified Plan Advisors brand, the firm also provides retirement plan advisory services, as well as plan participant education. PCIA currently has 70+ locations throughout the United States, with over 180 investment advisor representatives and 190+ associates serving clients across the nation. Advisory services offered through Prime Capital Investment Advisors, LLC. (“PCIA”) a Registered Investment Adviser. PCIA doing business as Qualified Plan Advisors (“QPA”) and Prime Capital Wealth Management (“PCWM”). For more information, visit www.pciawealth.com.

Requirements :