Associate Financial Advisor

Munn Gray & Associates; Dallas (TX); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial planning firm in Dallas, TX, is seeking an Associate Financial Advisor to assist clients with financial and retirement planning. This full-time role offers opportunities for remote work and requires a Bachelor's degree in Finance or related fields, along with strong analytical and communication skills. Ideal candidates will have a passion for helping clients achieve their financial goals and be proficient in financial software.

Qualifications

• Entry-level position for an Associate Financial Advisor.
• Relevant certifications such as CFP preferred.
• Ability to work independently and as part of a team.

Responsibilities

• Assist clients with financial planning and retirement planning.
• Conduct financial assessments and create financial plans.
• Manage client portfolios and provide ongoing financial guidance.

Skills

Financial Planning

Retirement Planning

Investments

Finance

Financial Advisory

Analytical Skills

Critical Thinking

Communication

Interpersonal Skills

Education

Bachelor’s degree in Finance

Bachelor’s degree in Economics

Bachelor’s degree in Business

Tools

Financial Software

Microsoft Office

Job description

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We help clients plan and invest for the long term with a focus on avoiding big losses. ☞Message me to learn more!

Company Description

Munn Gray & Associates is a team of financial planning and investment management professionals with over 50 years of combined experience. We specialize in helping individuals transition from the accumulation phase of their lives to the distribution phase, ensuring they enjoy the retirement they’ve envisioned. Each of our team members brings their expertise in areas such as planning, investments, insurance, and retirement plans. We are independent of Raymond James Financial Services and are dedicated to providing personalized, top-quality service.

Role Description

This is a full-time role for an Associate Financial Advisor located in Dallas, TX, with potential for some work-from-home opportunities. The Associate Financial Advisor will assist clients with financial planning, retirement planning, tax planning, and cash flow management. Responsibilities include conducting financial assessments, creating financial plans, managing client portfolios, and providing ongoing financial guidance. The role also requires staying informed about financial markets and legislative regulations.

Qualifications

• Financial Planning and Retirement Planning skills
• Expertise in Investments, Finance, and Financial Advisory
• Strong analytical and critical thinking skills
• Excellent communication and interpersonal skills
• Bachelor’s degree in Finance, Economics, Business, or a related field
• Relevant certifications such as CFP (Certified Financial Planner) preferred
• Proficiency in financial software and Microsoft Office suite
• Ability to work independently and as part of a team

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

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