About this role

Work with an experienced advisor to build a personal book of business
Help shape clients' financial future by developing ongoing financial planning relationships
Build a pipeline with personal and professional contacts
Obtain required licenses/credentials within 150 days of hire
Assist seasoned financial advisor(s) in working with clients to achieve financial goals
Serve as a key team practice member, creating and delivering a client experience that differentiates the practice
Provide holistic support to clients and prospects
Develop and execute a marketing plan to achieve client acquisition goals
Gather and analyze data and develop financial planning recommendations
Help prepare and deliver financial plans
Become a product expert and serve clients in that capacity
Manage specific parts of the business and client service model
Follow high standards of business and professional ethics

Four-year college degree from an accredited institution
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
Show accountability to your results
Outstanding verbal, written and listening communication skills
Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment

Financial Advisor Associate

Key skills