Associate Financial Advisor

Fourth Point Wealth; Newport Beach (CA); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm in Newport Beach is seeking an Associate Financial Advisor. This full-time role involves assisting clients with financial planning, retirement strategies, and investment advice. Ideal candidates will possess strong analytical and communication skills, along with a relevant bachelor's degree. Join a collaborative team dedicated to helping clients achieve financial freedom.

Qualifications

• Experience in the financial services industry is a plus.

Responsibilities

• Provide financial planning and advisory services to clients.
• Assist with retirement planning and investments.

Skills

Financial Planning

Retirement Planning

Investments

Analytical Skills

Problem-Solving

Communication

Interpersonal Skills

Team Collaboration

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Bachelor's degree in a related field

Job description

Financial Advisor - Investor Coach - Public Speaker

Company Description

Fourth Point Wealth works with families and organizations to clarify their investment plans, eliminate confusion, build confidence, and achieve financial freedom. Located in Newport Beach, CA, the company is an independent advisor offering securities and advisory services through PlanMember Securities Corporation.

Role Description

This is a full-time, on-site role for an Associate Financial Advisor at Fourth Point Wealth. The responsibilities include financial planning, retirement planning, investments, and providing financial advisory services to clients.

Qualifications

• Financial Planning and Finance skills
• Retirement Planning skills
• Investments and Financial Advisory skills
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal skills
• Ability to work collaboratively in a team environment
• Experience in the financial services industry is a plus
• Bachelor's degree in Finance, Economics, or a related field

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

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