Join Smith + Frieberg Financial as an Associate Financial Advisor, where youll play a vital role in delivering exceptional client service, conducting financial reviews, and supporting our clients in achieving long-term financial success.About the RoleAs an Associate Financial Advisor, youll work closely with senior financial advisors and clients to develop and implement tailored financial plans. This role combines technical expertise with client-facing responsibilities, giving you the opportunity to grow your career while making a direct impact. You will create comprehensive financial plans, prepare customized proposals, conduct client review meetings, and ensure every interaction is rooted in trust and professionalism.Key ResponsibilitiesClient Meetings & ReviewsConduct regular client review meetings to discuss financial plans, investment strategies, and performance.Build and maintain strong, long-term client relationships through proactive communication and personalized advice.Identify opportunities to enhance clients' financial well-being and recommend appropriate solutions.Financial Plan DevelopmentDevelop detailed financial plans based on clients individual goals and circumstances.Analyze financial data, including income, expenses, investments, and insurance policies, to provide actionable recommendations.Collaborate with senior advisors to refine and implement planning strategies.Customized Illustrations & ProposalsPrepare and present customized financial product proposals, including investments, retirement solutions, and insurance products.Ensure proposals are accurate, professional, and compliant with regulatory standards.Client Support & ComplianceAddress client inquiries promptly, offering status updates and solutions to meet their needs.Maintain accurate and organized records of client interactions and financial transactions.Ensure all actions align with compliance standards and company policies.QualificationsLicensing: Must be licensed or willing to obtain appropriate licenses (e.g., Series 7, 65/66, or insurance licenses).Education: Bachelors degree in finance, financial planning, or a related field preferred. CFP designation or progress toward earning it is highly desirable.Strong understanding of financial planning principles and products.Exceptional interpersonal and communication skills.Proficient in financial planning software and tools.Highly organized, detail-oriented, and capable of managing multiple tasks.Why Join Us?A collaborative, supportive team dedicated to client success.Opportunities for professional growth and development, including support for licensing and certifications.Competitive compensation and benefits package.A client-first culture rooted in trust, empathy, and innovation.Ready to Take the Next Step? If youre a driven, client-focused professional looking to grow your career, wed love to hear from you. Apply today to join our team and make a difference in the lives of our clients. recblid 7r16ada7jiw19y4z1nacwovna58m4z