Associate Financial Advisor

Quotient Wealth Partners; Dallas (TX); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player in financial advisory is seeking Associate Advisors to join their dynamic team in Dallas. This role is perfect for those with a passion for financial planning and a desire to assist clients in achieving their financial goals. You will work closely with Senior Partners, providing tailored financial guidance and developing new client relationships. As the firm expands, you will have opportunities for professional growth and increased responsibilities. If you are proactive, adaptable, and ready to make a significant impact in the financial services sector, this position offers an exciting path forward.

Qualifications

• 1-5 years of experience in Financial Planning or Wealth Management.
• Strong analytical and critical thinking abilities.

Responsibilities

• Meet with clients to understand their financial goals and conduct assessments.
• Develop comprehensive financial plans for investments and retirement.

Skills

Financial Planning

Client Relationship Management

Analytical Skills

Communication Skills

Sales Skills

Education

Bachelor’s degree in Business or Sales

CFP certification or progress toward it

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 seeking 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 of Fortune 500 companies. We deliver high-quality, customized financial advice to our clients. This role is ideal for someone with experience in financial planning, has obtained a CFP certification or is making significant progress toward it, and is looking to assume greater responsibilities. The Associate Advisor will work directly with the Senior Partner in the local office.

The Associate Advisor will collaborate closely with Quotient’s Senior Partners, providing financial guidance to existing clients and developing new client relationships. As our firm grows, adaptability is essential, and successful associates will take on increased client and business development responsibilities.

1. Client Consultation: Meet with clients to understand their financial goals, needs, and risk tolerance. Conduct thorough financial assessments to develop suitable strategies for achieving clients' objectives.
2. Financial Planning: Develop comprehensive financial plans covering investments, retirement planning, insurance, tax, and estate planning. Customize plans to align with each client’s unique circumstances and goals.
3. Investment Advice: Recommend appropriate investment products and strategies based on clients’ financial objectives and risk profiles. Stay informed about market trends, economic indicators, and available investment options.
4. Client Relationship Management: Build and maintain strong relationships with clients. Provide regular updates on their portfolios, market conditions, and any necessary adjustments to their financial plans.
5. Sales and Business Development: Participate in Quotient’s outreach efforts to the corporate employee community. Collaborate with the Senior Partner to engage prospective clients and actively seek new business opportunities.

Qualifications:

• 1-5 years of experience in Financial Planning or Wealth Management
• Bachelor’s degree in Business or Sales
• Excellent communication and interpersonal skills
• Strong analytical and critical thinking abilities
• Ability to work independently and as part of a team
• Proficiency in eMoney or similar financial planning software
• CFP certification or significant progress toward it

Equal Employment Opportunity: Dynasty Financial Partners is committed to providing equal employment opportunities and ensuring all employment decisions are made without regard to race, color, sex, age, national origin, religion, disability (unrelated to job performance), veteran status, or any other protected status under applicable law.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Finance

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