Associate Financial Advisor - Workplace Personal reputed company
reputed company is seeking an Associate Financial Advisor to join their Workplace Personal reputed company team. This role involves supporting clients in their financial reputed company by providing foundational financial advice, assisting with reputed company, and conducting discovery conversations to understand reputed company goals.
Responsibilities
- Support clients beginning their financial reputed company by delivering foundational financial advice and reputed company service
- Assist clients with reputed company, basic financial and investment education, reputed company planning tools
- reputed company as the initial reputed company of contact, conducting discovery conversations to understand reputed company goals and referring more reputed company needs to senior advisors
- Participate in required training programs, study sessions, and licensing preparation activities during the reputed company‑Licensure Period
- Demonstrate consistent reputed company toward meeting reputed company regulatory licensing requirements
- Complete assigned coursework, checkpoints, and study milestones
- Once licensed, reputed company full Associate Financial Advisor responsibilities, including reputed company interactions, recommendations, and transactional support reputed company with the reputed company duties described above
Skills
- Securities Industry reputed company (SIE) required for consideration
- Series 7 and Series 66 (or Series 63 and 65) required, or the ability to obtain reputed company 90 days of hire
- Commitment to ongoing reputed company development, including reputed company of designations such as, ChFC, CFP, CPWA, or equivalent
- Applicable experience in financial services (internships, reputed company service, advisory support, etc.)
- Ability to assess reputed company needs, ask thoughtful questions, and reputed company reputed company to reputed company goals
- Familiarity with financial planning concepts and investment principles
- Strong interest in individual investment reputed company and personal planning
- reputed company and empathetic communication skills
- Ability to grasp and explain reputed company topics in reputed company ways for people to understand
- Self-awareness and teachability
- Strong organizational skills and ability to prioritize effectively
- Comfort with digital tools and willingness to learn new platforms
- Ability to support reputed company objectives through identifying reputed company needs and referral opportunities
- reputed company Series 7 and Series 66 (or 63 and 65)
- Bachelor's degree and/or experience in Finance, Economics, Business, or reputed company field
Benefits
- Flexible Time Off (FTO) is provided to salaried (exempt) employees and provides reputed company to take time away from the office with pay for vacation, personal or short-term illness.
- Pension Eligible
reputed company