Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The LifeWealth Group located in Winter Garden, FL is seeking to add an Associate Advisor to our Team!
This support role will assist the Financial Advisors to handle client service requests, including, but not limited to conducting detailed research on investment vehicles, performance and new programs. The ideal candidate will have a strong background in financial services, investment management, and client service oriented. As an Associate Service Advisor, you will also be responsible for assisting the Financial Advisors in preparation for meetings and creating customized financial plans for clients.
Key Traits:
Strong mathematical skills
Proficiency in investment management and portfolio management
Knowledge of wills, trusts, and estate law
Strong communication skills
Technical accounting knowledge to analyze financial statements
Familiarity with financial concepts such as risk management and asset allocation
Minimum Requirements:
College degree preferred
2+ years of financial service experience required
Series 6/65 and 7 license preferred
FL 215 preferred
Strong organizational, prioritization, interpersonal and management skills
Strong mathematical and analytical skills
Excellent communication skills; both verbal and written
Proficient with MS Office Suite
Experience with CRM preferred
Position Responsibilities:
Conduct in-depth financial analysis to understand clients' financial goals and objectives
Develop comprehensive financial plans that align with clients' needs and objectives
Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning
Monitor and review clients' financial situations regularly to ensure their plans are on track
Handle client service requests or in-depth account performance details
Collaborate with other professionals such as accountants and attorneys to address complex client needs
Stay updated on market trends, regulations, and best practices in the financial planning industry
Salary:
$60,500 - $75,000 BOE
Benefits:
401(k) matching
Dental insurance
Health insurance
Vision insurance
Life insurance
PTO
Tuition Reimbursement
Hours:
Monday-Friday
Presented by Advisor Employee Services Thank you for your interest in the Associate Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!