Work with an experienced advisor to build a personal book of business and help shape clients' financial future, by developing an ongoing financial planning relationship focused on accomplishing clients goals.
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, as required.
Be accountable for making progress within the program’s licensing and appointment preparation timelines.
Assist seasoned financial advisor(s) in working with clients to them achieve their financial goals.
Serve as a key team practice member, creating and delivering a unique client experience that differentiates the practice.
Provide support to clients and prospects by serving them holistically and/or specializing in products or services.
Manage specific parts of the business, e.g., manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses, etc.
Follow high standards of business and professional ethics and legal and regulatory requirements when serving client and prospects and performing all work-related activities.

Four-year college degree from an accredited institution.
High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment.
Show accountability to your results.
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