Recruiting Manager expanding client base and new business opportunities for finance and accounting services. Recruiting and placing finance and accounting professionals while providing outstanding service to clients and candidates.
AL
Hybrid Financial Advisor Associate
Posted 9 hours ago
About the role
- Financial Advisor Associate working with experienced advisors to shape clients' financial futures. Building personal business and providing holistic client support in a collaborative environment.
Responsibilities
- Work with an experienced advisor to build a personal book of business and help shape clients' financial future
- Build a pipeline, complete with personal and professional contacts and new leads
- Obtain your required licenses/credentials within 150 days of hire
- Assist seasoned financial advisor(s) in working with clients to achieve their financial goals
- Provide support to clients and prospects by serving them holistically and/or specializing in products or services
- Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals
- Gather and analyze data and develop financial planning recommendations
- Help prepare and/or deliver financial plans
Requirements
- Four-year college degree from an accredited institution
- High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
- 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
Benefits
- Health insurance
- 401(k) matching
- Flexible work hours
- Paid time off
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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