Associate Financial Advisor

Cetera Investors; Tigard (OR); On-site; USD 55,000 - 200,000; Full time

Job summary

A leading financial services firm is seeking an Associate Financial Advisor to join a high-growth practice. You will be responsible for financial analysis, client service, and supporting comprehensive planning for clients. Ideal candidates will have a Bachelor’s degree and several years of financial industry experience, ensuring clients receive tailored financial advice.

Qualifications

• 1-5 years’ experience in the financial services industry.
• Unquestioned commitment to integrity.
• Proficient in Microsoft Excel, Word, and Outlook.

Responsibilities

• Onboarding new clients and servicing existing ones.
• Preparing financial reports and client meeting documentation.
• Collaborating with advisors on financial planning.

Skills

Communication

Analytical skills

Detail-oriented

Proactive

Education

Bachelor’s Degree

Tools

Microsoft Excel

CRM software

Job description

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Branch Manager / Financial Advisor at Cetera Investors

I am seeking a talented Associate Financial Advisor (AFA), to join a high growth practice within my office. AFA will help coordinate comprehensive planning for clients. You will be responsible for conducting financial analysis, prepare financial plans, make investment recommendations, and help clients achieve their goals

Responsibilities:

• Onboarding new clients, servicing existing clients, and demonstrating proficiency in integrating the advice of CFAs, CPAs, and JDs into the client relationship
• Client service, including preparing for client meetings, updating plans, reviewing portfolios, preparing reports, and implementing recommendations
• Supporting advisors in providing comprehensive financial planning, including cash flow analysis, investments, retirement, insurance, tax, and estate planning
• Collaborating across multiple teams, attending client and team meetings
• Performing administrative duties that support Financial Advisors in daily business practices, including gathering information regarding client finances, organizing electronic case files, preparing critical documentation and other correspondence, and completing special projects
• Acquiring and maintaining relevant certifications, credentials, and industry knowledge

Qualifications:

• 1-5 years’ experience in the financial services industry
• Bachelor’s Degree, Series 7, Series 65/66 and Oregon Life/Health Insurance License. Starting/working towards CFP certification would be a bonus.
• Unquestioned commitment to integrity in personal and professional activities
• Excellent verbal and written communication and exceptional math skills. The ability to clearly communicate with advisors and clients is critical to the position.
• Highly motivated with ability to function well in a fast-paced team environment where everyone pitches in as needed to get the job done
• Comfortable on camera for meetings, conferences, and presentations
• Ability to do independent research and strong attention to detail
• Demonstrate technological acumen in applying new techniques and knowledge to enhance the effectiveness and efficiency of financial planning processes
• Proficient in Microsoft Excel, Word, and Outlook. Knowledge of financial planning, CRM, trading, and custodian software is a plus.
• Proactive, self-starter by nature, friendly, strong desire to learn and ability to take direction

Compensation:

• Exact compensation may vary based on skills and experience.
• Compensation will be based on a base with bonus opportunities.

Seniority level

• Seniority level

  Associate

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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