Our client is hiring an associate financial advisor to work closely with the practice owner to drive business development and assist with building financial plans.
The ideal candidate will be a financial professional is passionate about helping people plan their futures, is comfortable with networking and sales and wishes to be part of a growing team.
Job Responsibilities
- Business Development Focused:
- Help the firm identify potential clients through research and networking
- Develop relationships with other professionals in the community to build a referral network
- Meet with existing clients of the firm to gain referrals
- Research and create prospecting/business development lists
- Planning Focused:
- Building and designing financial plans and models
- Writing financial reports, executive summaries, & client deliverables
- Organizing client records
- Aggregating client info
- Sitting in on client meetings and quarterbacking the follow up
Job Skills & Qualifications
- Attention to detail
- Excellent organizational skills
- Good prioritization / time management skills
- Strong communication / interpersonal skills
- Preferred industry licensing (Series 7/66 and Life/Health Insurance)
- Bachelor’s Degree
Base: $65,000 to $85,000 depending on experience and credentials + bonus
