Associate Financial Advisor

Kestra Technologies; Paris; Sur place; EUR 37 341 - 45 639; Plein temps

Résumé du poste

Kestra Technologies is seeking an Associate Financial Advisor in Paris, Nouvelle-Aquitaine, to assist with daily financial planning and client management. The ideal candidate will have at least three years of financial advising experience, along with the necessary licenses and a strong ethical foundation.

This role offers a competitive base income of $48,000 plus grid payouts, providing an opportunity for career growth in a service-oriented environment.

Qualifications

• Minimum 3-5 years of experience in financial advising.
• Excellent verbal communication, active listening, critical thinking, strong ethics.
• Clean record with SEC and FINRA.

Responsabilités

• Manage daily financial planning for clients.
• Service the needs of existing Peak Mountain Advisors clients.
• Transition existing book of business.

Connaissances

Trustworthy, sincere, charismatic

Deep understanding of financial markets

Ability to simplify complex financial concepts

Coachable and trainable

Formation

Life, Health and Accident License – State of CT

FINRA Series 7 License

FINRA 66 License

Description du poste

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients. In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele. This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor. This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.

• Minimum 3-5 years of experience in financial advising
• Life, Health and Accident License – State of CT
• FINRA Series 7 and FINRA 66 License
• Well organized with the ability to manage time effectively with multiple priorities
• Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics
• Clean record with SEC and FINRA

Skills

• Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
• Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
• Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
• Coachable and trainable to fit the culture of the company and succeed in a service-orientated business

Annual base income $48,000 plus competitive grid payout