Associate Financial Advisor

Eagle Strategies LLC; Tuscaloosa (AL); Hybrid; USD 40,000 - 80,000; Part time

Job summary

An established industry player is seeking a dedicated Associate Financial Advisor to join their team in Tuscaloosa. This part-time hybrid role offers the opportunity to work closely with clients in financial and retirement planning, investment analysis, and advisory services. With some flexibility to work from home, you'll be part of a supportive environment that values collaboration and independence. If you're passionate about helping clients achieve their financial goals and possess strong analytical and communication skills, this is the perfect opportunity to grow your career in finance.

Qualifications

• Strong background in financial planning and retirement strategies.
• Experience in providing comprehensive financial advisory services.

Responsibilities

• Assist clients with financial planning and investment analysis.
• Provide tailored financial advisory services to meet client goals.

Skills

Financial Planning

Retirement Planning

Investment Analysis

Analytical Skills

Problem-Solving Skills

Communication Skills

Interpersonal Skills

Knowledge of Industry Regulations

Education

Bachelor's degree in Finance

Bachelor's degree in Economics

Tools

Financial Planning Software

Job description

Company Description

Eagle Strategies, a Registered Investment Adviser and subsidiary of New York Life Insurance Company, provides a robust platform of financial solutions to our Financial Advisors. This includes financial planning, investment advisory programs, and risk protection products such as life insurance and annuities. Our Advisors work in partnership with clients to create tailored strategies that align with their financial goals.

Role Description

This is a part-time hybrid role for an Associate Financial Advisor located in Tuscaloosa, AL. The role involves financial planning, retirement planning, investment analysis, and providing financial advisory services. Some work from home flexibility is available for this position.

Qualifications

1. Financial Planning and Retirement Planning skills
2. Finance and Investments knowledge
3. Experience in providing Financial Advisory services
4. Strong analytical and problem-solving skills
5. Excellent communication and interpersonal skills
6. Ability to work independently and as part of a team
7. Knowledge of industry regulations and compliance
8. Bachelor's degree in Finance, Economics, or related field
9. Series 7 required

Seniority level

Entry level

Employment type

Part-time

Job function

Finance and Sales