Work with an experienced advisor to build a personal book of business and 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
Assist seasoned financial advisor(s) in working with clients to achieve their financial goals
Provide support to clients and prospects by serving them holistically and/or specializing in products or services
Develop and execute a robust marketing plan to achieve the practice’s client acquisition goals
Gather and analyze data and develop financial planning recommendations
Help prepare and/or deliver financial plans

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