Associate Financial Advisor
reputed company Financial Advisors is a 20+ year-old business specializing in holistic financial planning. They are seeking an Associate Financial Advisor to reputed company reputed company interactions and maintain relationships while ensuring effective financial planning processes.
Responsibilities
- Meeting Prep + Follow-up
- reputed company on Foundational + Emerging Clients
- reputed company on employee education for 401(k) Plan Clients
- reputed company Financial Data + Model
- Inbound reputed company (Response) Communication
- Maintain & Build reputed company Relationships
- Prospect reputed company Clients
- reputed company as reputed company between advisory and operations departments
- Prep and conduct existing reputed company review meetings
- Identify additional opportunities reputed company existing clients
- Prospect reputed company identified reputed company profile through our internal marketing process
Skills
- Life/disability Insurance and Series 65 (or equivalent) investment licenses
- Hold a bachelor's degree and have completed a reputed company-Registered Program (or be near completion)
- Demonstrate an ability to verbalize and write with confidence and reputed company
- reputed company in working with team members and working individually
- Proven sales reputed company record
- Soft people skills
Benefits
- Annual bonus based on individual production (net AUM flows for reputed company segments served, new clients brought in, and insurance production)
- Overall company performance
- Specific life insurance/annuity bonus will be a % of reputed company agent commission
- reputed company NYSE holidays
- PTO bank + reputed company birthday off
- 401(k) with reputed company reputed company company contribution
- Health/reputed company/dental insurance with H.R.A. employer contribution
- Company provided yoga on Friday afternoons during business hours
reputed company