Associate Financial Advisor

Benefits:

Bonus based on performance

Opportunity for advancement

Training & development

Wellness resources

Benefits/Perks

Careers Advancement Opportunities

Flexible Scheduling

Competitive Compensation

Job Summary

We are seeking an Associate Financial Advisor to join our team. In this role, you will educate and provide guidance to our clients on how to best utilize and invest their money. You will assess each client’s unique financial picture, understand their needs, and recommend a strategic financial plan. The ideal candidate is capable of analyzing the market’s financial data, has excellent communication and presentation skills, and is ready to build a successful career in financial guidance.

Responsibilities

Gather information to understand each client’s overall financial situation and needs and create individualized financial plans

Make recommendations around a variety of financial products and services

Network and develop relationships to create a strong client base

Seek out opportunities to make presentations, provide education, and sell services

Maintain up-to-date knowledge of the market and industry trends

Embrace a willingness to learn and grow as a professional through continuing education, seminars, and other training opportunities

Qualifications

Bachelor’s degree in finance or a related field

Previous experience as a Financial Advisor or related position

Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)

Understanding of the market’s financial data

Ability to provide reliable, data-based financial advice

Ability to explain complex financial information in simple terms

Experience with a variety of software applications, including Microsoft Office, Excel, financial planning software, and customer relationship management software

Excellent negotiation, communication, and presentation skills