Associate Financial Advisor

📋 Description

• Support growth of the Financial Professional’s team
• Engage clients with tailored investment recommendations
• Analyze portfolios to align with goals and risk
• Assist with onboarding and client reviews
• Open accounts and gather assets for growth
• Maintain regulatory compliance and process paperwork

🎯 Requirements

• Bachelor’s in finance/accounting/economics or equivalent
• FINRA: Series 7 and 63/65 or 66
• Strong investment product knowledge and portfolio analysis
• Analytical, tech-savvy with MS Office
• Excellent interpersonal and relationship skills
• Organized, deadline-driven, compliant

🎁 Benefits

• Base pay $65,000 – $80,000 per year
• Eligible for bonus programs
• Variable compensation may apply