Associate Financial Advisor

Crossroads Advisors Group; Reading (Berks County); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Retirement Plan Matching

Bonus based on performance

Competitive salary

Job summary

Crossroads Advisors Group in Reading, PA, is seeking an Associate Financial Advisor to support a busy financial planning practice within an Ameriprise Financial franchise. You will help conduct client-facing activities, gather and analyze client data, and assist in delivering tailored financial plans while maintaining the highest ethical and regulatory standards.

You will work under the guidance of a financial advisor, build a client base, and contribute to delivering a unique client experience

Responsibilities

• Assist in daily business operations.
• Assist financial advisor(s) in working with clients to help them achieve their financial goals.
• Create and deliver client deliverables and financial plans.
• Coordinate and track projects and respond to ad hoc requests.
• Help organize client seminars and events.

Job description

Benefits:

• Retirement Plan Matching
• Bonus based on performance
• Competitive salary

Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.