Oriented Associate Financial Advisor

Position: Growth-Oriented Associate Financial Advisor Role
Join Retirement by Design as a Growth-Oriented Associate Financial Advisor, taking ownership of your client relationships while supporting firm growth. Enjoy a rewarding career filled with opportunities to nurture and expand your portfolio.

This full-time position is vital for enhancing the client experience and allows senior advisors to focus on advanced planning. You will maintain proactive communication, lead review meetings, and engage in relationship-building initiatives that will help you thrive.

Key Responsibilities:

• Manage a portfolio of growing client relationships

• Conduct regular review meetings for consistent engagement

• Seek opportunities to deepen existing client relationships

• Generate qualified introductions to new potential clients

• Handle client service requests with professionalism

Requirements:

• Minimum of 2 years in financial services or wealth management

• Must hold Mutual Funds and LLQP Insurance licenses

• Knowledge of financial planning with an aim to achieve CFP designation

• Excellent relationship-building capabilities

• Detail-oriented with the ability to manage clients independently

This is your chance to excel in financial advisory while developing strong client connections at Retirement by Design.
#J-18808-Ljbffr