Associate Advisor - Catalyst Retirement Advisors

Kestra Technologies; Paris; Sur place; EUR 35 000 - 55 000; Plein temps

Avantages offerts par ce poste

Retirement plan with company match

Unlimited vacation

Health insurance

Disability coverage

Educational allowance for CFP pursuit

Résumé du poste

Kestra Technologies is seeking an Associate Advisor to join our Catalyst Retirement Advisors team in Paris. You will work with an experienced financial advisor, participate in client meetings, and gain hands-on experience creating and implementing financial plans.

You will need a finance-related degree, at least 2 years in financial services, and licenses such as Series 7/63/65 or the ability to obtain them within 90 days.

Qualifications

• Bachelor's degree in finance, business, or related field.
• Aspire to CFP designation within 2–3 years.
• At least 2 years of experience in financial services.
• Ability to obtain Series 7/63/65 within 90 days.

Responsabilités

• Participate in client meetings, prepare agendas, and follow up on action items.
• Develop and implement financial plans with advisors.
• Gather and analyze client data to tailor financial strategies.
• Research investment opportunities and provide market insights.
• Build and maintain relationships with clients as the primary contact.
• Monitor client accounts to ensure alignment with goals.
• Share industry best practices with the team.

Connaissances

Communication skills

Interpersonal skills

Attention to detail

Multi-tasking

Formation

Bachelor's degree in finance or related field

Outils

FINRA licenses: Series 7/63/65

Description du poste

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.

Responsibilities

• Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
• Actively participate in the development and implementation of financial plans.
• Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
• Research and analyze investment opportunities, provide market insights to advisors and clients.
• Build and maintain strong relationships with clients and act as a point of contact.
• Monitor and review client accounts, ensure that they are aligned with their financial objectives.
• Stay up-to-date on industry trends and best practices and share this knowledge with the team.

• Bachelor's degree in finance, business, or a related field.
• Desire to earn CFP designation in 2-3 years
• A minimum of 2 years of experience in the financial services industry.
• Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire.
• Strong knowledge of financial products, markets, and procedures.
• Excellent communication and interpersonal skills.
• Detail-oriented and able to multi-task in a fast-paced environment.
• A passion for helping clients achieve their financial goals.

• Compensation will be based on experience and qualifications
• Quarterly bonus/Revenue share
• Retirement plan with company match
• Unlimited vacation
• Health insurance offered
• Disability coverage
• Educational allowance for pursuing CFP designation