Associate Financial Advisor

Quotient Wealth Partners; Dallas (TX); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Associate Advisor to join their dynamic team in Dallas. This role offers a unique opportunity to work closely with Senior Partners, providing tailored financial guidance to clients and developing new relationships. Ideal candidates will have experience in financial planning and a CFP certification or progress toward it. As the firm continues to grow, adaptability and a proactive approach to business development will be key to success. Join a collaborative environment where your contributions can make a real impact on clients' financial futures.

Qualifications

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

Responsibilities

• Meet with clients to understand their financial goals and conduct assessments.
• Develop comprehensive financial plans tailored to client objectives.

Skills

Financial Planning

Client Relationship Management

Analytical Skills

Communication Skills

Sales Skills

Education

Bachelor’s degree in Business or Sales

CFP Certification or significant progress towards

Tools

eMoney

Job description

Company Overview:

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.

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 in 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: Quotient Wealth 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: Associate

Employment type: Full-time

Job function: Finance