Responsible for budget and administrative coordination within the cultural sector in Mulhouse. Leading financial oversight and supporting cultural services with strategic initiatives.
About the role
- Associate Financial Advisor supporting individual Financial Advisors with wealth management services. Focused on client engagement, financial education, and customized financial planning.
Responsibilities
- Operate within the team’s client service and wealth management strategy to ensure high quality client service
- Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
- Review, research and analyze data to create customized, annual financial plans for clients
- Deliver the financial plan to clients in partnership with the Financial Advisor/Team
- Connect with next generation clients through planning
- Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts
- Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team
- Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects
- Research relevant news articles related to the topic’s covered in a client’s plan to share with them as an added touch point
- Document, follow up, and support the closing of opportunities identified from the financial planning process
- Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios
- Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized
- Performs other duties and special projects as necessary
Requirements
- Must have an undergraduate degree in Finance, Accounting, Economics or equivalent
- Must have or be capable of and committed to pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role
- Must hold SIE, Series 7/66 or Series 7/63/65 licenses
- Minimum of three years of investment experience in a client facing role
- Excellent presentation skills, very strong interpersonal and written communication skills
- Proven self-starter, highly motivated, with the ability to work independently
Benefits
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Opportunity to advance your career while enjoying comprehensive benefits designed for your life, career and future
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
OUSW Financial Policy FMR Consultant managing financial policy initiatives for the Department of War. Leading team efforts, providing analytics, and influencing strategic outcomes.
Ingénieur(e) études électricité travaillant sur des projets de datacenters et bâtiments industriels critiques. Responsabilité dans la conception, dimensionnement et sécurisation des installations électriques courant fort.
Director of Finance overseeing financial strategy and operations at a high - growth IT services company. Partnering with leadership to enhance profitability and drive performance.
Manager in Financial Planning & Analysis at Capital One focusing on budgeting and forecasting. Leading financial management analyses while collaborating with business teams for strategic insights.
Financial Analyst driving revenue forecasting and budget preparation for Zonda real estate industry. Collaborating with leadership for monthly financial results and operational reporting.
Associate Director in Global Advisory providing underwriting and compliance management support in Structured Working Capital Finance. Responsible for credit quality, portfolio administration, and client funding requests.
Handles financial administration, budget management, and accounting activities in Neurology department. Responsible for financial operations, reports, and audits at Washington University Medical Campus.
Financial Accountant responsible for assisting in Finance functions of Zego Insurance Limited. Involvement includes financial statements, treasury management, and regulatory submissions.
Senior Finance Manager driving month - end close, reporting, and analysis for financial operations at Fiserv. Partnering with executives to provide insights and improve performance.