Associate Financial Advisor — Path

Benefits:

• Bonus based on performance
• Opportunity for advancement
• Training & development
• Wellness resources

• Careers Advancement Opportunities
• Flexible Scheduling
• Competitive Compensation

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.

• 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

• 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