Work with an experienced advisor to build a personal book of business
Help shape clients' financial future
Build a pipeline, complete with personal and professional contacts and new leads
Obtain your required licenses/credentials within 150 days of hire
Attend and engage in licensing coaching
Be accountable for making progress within the program’s licensing and appointment preparation timelines
Assist seasoned financial advisor(s) in working with clients to achieve their financial goals
Serve as a key team practice member, creating and delivering a unique client experience
Provide support to clients and prospects by specializing in products or services
Develop and execute a marketing plan to achieve client acquisition goals
Gather and analyze data and develop financial planning recommendations
Help prepare and/or deliver financial plans
Foster ongoing financial planning relationships with clients
Become a product expert
Manage specific parts of the business, manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses
Manage the practice’s client service model and consistent execution

Four-year college degree from an accredited institution
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
Outstanding verbal, written and listening communication skills
Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment

Financial Advisor Associate

Key skills