We are seeking a dedicated and motivated Associate Financial Advisor with 1-2 years of experience to join our dynamic team.
About Us: We are a growing financial planning firm specializing in providing comprehensive services tailored to meet the unique needs of our clients. Our mission is to empower individuals and families to achieve their financial goals through personalized strategies and a commitment to excellence.
Key Responsibilities
Collaborate with senior advisors to develop and implement tailored financial plans for clients.
Conduct financial analyses, including cash flow, retirement projections, investment allocations, and risk assessments.
Assist in managing client relationships by preparing for and participating in client meetings.
Research and analyze financial products to recommend suitable solutions to clients.
Stay current on industry trends, market conditions, and regulatory changes.
Support the team with administrative tasks, such as maintaining accurate client records and preparing reports.
Qualifications
Bachelor's degree in Finance, Economics, Business, or a related field.
1-2 years of experience in financial planning, investment management, or a related area.
Progress toward CFP® certification preferred.
Strong interpersonal and communication skills.
Detail-oriented with excellent analytical and problem-solving abilities.
Proficiency in financial planning software and Microsoft Office Suite.
What We Offer
A collaborative and supportive work environment.
Ongoing professional development and mentorship.
Competitive compensation and benefits package.
Opportunities for growth and advancement within the firm.
Join our team and be part of a firm that values integrity, innovation, and a client-first approach. Together, we'll help you build a fulfilling career while making a positive impact in the lives of our clients.