Associate Financial Advisor

Partners Financial Group, LLC.; State College (Centre County); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a dynamic Associate Financial Advisor to join their team. This role emphasizes supporting existing clients and managing account servicing requests without the pressure of developing a new book of business. Ideal candidates will possess a passion for finance and a commitment to exceptional client service. The company fosters a family atmosphere and offers a fulfilling work environment, making it an excellent opportunity for those looking to grow their careers in wealth management. Join a forward-thinking team that values innovation and client engagement.

Benefits

Health Insurance

Dental & Vision Insurance

Group Life Insurance

Short-Term Disability Insurance

401(k) Plan with employer contribution

Generous Paid Time-Off

Qualifications

• 3-5 years experience as a Financial Advisor is required.
• Series 7, Series 63, and Life & Health License or ability to gain licensure.

Responsibilities

• Serve as primary contact for broker-dealer client accounts.
• Manage account servicing requests and respond to inquiries.
• Identify client needs and recommend financial solutions.

Skills

Excellent communication skills

Analytical skills

Problem-solving skills

Attention to detail

Adaptability

Strong time management

Proficiency with technology

Organized and task oriented

Ability to work independently

Ability to work in a team

Education

Bachelor’s Degree in Finance

Job description

COMPANY OVERVIEW:
Since 1960,Partners Financial Group(PFG) has evolved into a powerful financial services company, alongside its Registered Investment Advisor,Vicus Capital. Based in State College, PA, our experienced staff provides extensive support services to PFG and Vicus Capital's network of independent professionals. We take great pride in fostering a family atmosphere and a fulfilling work environment for our staff. Our office has grown to over 40 hardworking, dedicated employees who take ownership of their work and serve a key role in cultivating innovation to move our firm forward. We are growing fast and looking for smart, forward-thinking problem solvers to join our world-class team!

POSITION SUMMARY:

Leave behind the unpredictability, risk, and long hours of running your own practice and join our team as a salariedAssociate Financial Advisor! We are seeking a dynamic and self-motivated individual to join our PFG family. The role will focus on supporting existing clients/client accounts of our firm and will report directly to our Business Development Manager. This individual will not be required to grow or develop a book of business. If you have a passion for finance, wealth management, are looking to grow your career, and have a commitment to delivering exceptional client service, we encourage you to apply.

KEY RESPONSIBILITIES:

1. Serve as the primary point of contact for broker-dealer client accounts
2. Manage and oversee account servicing requests such as withdrawals, new contributions, and beneficiary changes
3. Respond in a timely manner to client account inquiries
4. Conduct client meeting updates and account reviews
5. Identify client needs and recommend appropriate financial solutions
6. Proactively identify opportunities for client growth & engagement
7. Manage and maintain relationships with existing clients
8. Educate clients on financial products and market trends
9. Maintain accurate and detailed records of client interactions and transactions
10. Stay informed on industry trends, regulatory changes, and new financial products
11. Perform other duties as assigned

REQUIRED SKILLS:

1. Excellent communication, analytical, and problem-solving skills
2. Attention to detail and ethical judgement
3. Adaptability, strong time management, and proficiency with technology
4. Process and systems oriented, resourceful, forward thinking
5. Must be polished, professional, and provide extraordinary client service
6. Organized and task oriented
7. Ability to work independently and as part of a team in a fast-paced environment

QUALIFICATIONS:

1. Series 7, Series 63, and Life & Health License or the ability to gain licensure immediately
2. Bachelor’s Degree in Finance or related field
3. Experience: 3-5 years as a Financial Advisor

BENEFITS:

1. Full-time salaried position with potential for ICP, commensurate with experience
2. Health Insurance
3. Dental & Vision Insurance
4. Group Life Insurance
5. Short-Term Disability Insurance
6. 401(k) Plan with safe harbor employer contribution
7. Generous Paid Time-Off