Entry Level Financial Advisor
Associate Financial Adviser
The Associate Financial Adviser is a support position for all financial advisers.
Responsibilities include data gathering and analysis, development of financial planning recommendations, implementation and portfolio management. The associate will participate in client meetings but not in an advice capacity. In addition, this position has limited decision-making authority on client matters. Associates may also participate in developing investment and financial planning strategies
Client service, including preparing for client meetings, planning updates, portfolio changes and reviews, information gathering, portfolio returns and implementing recommendations.
Gathering information regarding client finances, organizing electronic case files, preparing reports, letters and other correspondence, and completing special projects as appropriate. Attending client and team meetings as required.
Hourly rate + commission opportunities
Insurance and/or Investment License preferred
Job Requirements & Worksite Info
Pay determined upon experience.
Are you interested in this position? Please complete our On-Line Application. Please note that your application will remain on file for 90 days for consideration for any of our open positions that match your qualifications.
If you have completed our on-line application in the last 90 days you can send a letter of interest to the recruiter hiring for this position at email@example.com. Please include a copy of your resume with your email or application.