Associate Financial Advisor

Quotient Wealth Partners; Dallas (TX); On-site; USD 27,000 - 125,000; Full time

Job summary

Quotient Wealth Partners seeks an Associate Advisor to provide high-quality financial advice and assist in retirement planning for executives of Fortune 500 companies. This role involves developing financial plans, consulting with clients, and contributing to business development efforts. Ideal candidates will have experience in financial planning and progress towards CFP certification.

Qualifications

• 1-5 years of experience in Financial Planning / Wealth Management.
• CFP or significant progress towards completion.
• Ability to work independently and as part of a team.

Responsibilities

• Meet with clients to understand their financial goals and needs.
• Develop comprehensive financial plans tailored to individual clients.
• Build and maintain strong relationships with clients.

Skills

Communication

Analytical

Teamwork

Education

Bachelor’s degree in Business or Sales

Tools

eMoney

Job description

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Quotient Wealth Partners is an independent financial advisory firm with offices in Dallas, Houston, San Antonio, Denver and Morristown. We are dedicated to providing comprehensive wealth management services with a strong commitment to excellence and a client-centric approach. We have established ourselves as trusted, fiduciary partners in helping individuals and businesses achieve their financial goals.

Job Title: Associate Advisor

Job Overview:

Quotient Wealth Partners is looking for Associate Advisors to help grow our offices in Houston, San Antonio, and Denver. Headquartered in Dallas, TX, our mission is to assist with retirement planning for executives and senior management for Fortune 500 companies. We deliver high-quality, customized financial advice to our clients. This is an excellent role for an individual that has gained experience in the financial planning space, has acquired a CFP certificate or has made substantial progress toward completion, and is seeking to take on greater responsibilities. This role will work directly with the Senior Partner in the local office.

The Associate Advisor will work closely with Quotient’s Senior Partners, providing financial guidance to existing clients and developing new client relationships. Due to our growth, adaptability is key, and successful associates will take on increased client and business development responsibilities.

• Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to determine the best strategies for achieving clients' objectives.
• Financial Planning: Develop comprehensive financial plans that encompass areas such as investments, retirement planning, insurance, tax planning, and estate planning. Tailor plans to align with individual client circumstances and objectives.
• Investment Advice: Provide recommendations on suitable investment products and strategies based on clients' financial goals and risk tolerance. Stay informed about market trends, economic indicators, and investment options.
• Client Relationship Management: Build and maintain strong relationships with clients. Regularly communicate updates on their financial portfolios, market conditions, and any adjustments to their financial plans.
• Sales and Business Development: Learn all aspects of Quotient’s outreach to the corporate employee community. Work closely with the Senior Partner to engage with prospective clients. Actively seek new clients and business opportunities.

Qualifications:

• 1- 5 years of experience in Financial Planning / Wealth Management
• Bachelor’s degree Business or Sales
• Excellent communication and interpersonal skills
• Strong analytical and critical thinking skills
• Ability to work independently and as part of a team
• Proficient in eMoney or other financial planning program
• CFP or significant progress towards

EQUAL EMPLOYMENT OPPORTUNITY Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring that all employment-related decisions are made without regard to race, color, sex, age, national origin, religion, physical or mental disability (unrelated to the ability to perform job duties) veteran status, or any other protected status under applicable law.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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