Associate Financial Advisor

Guided Financial Advisors; West Palm Beach (FL); On-site; USD 55,000 - 90,000; Full time

Benefits offered by this job

Competitive Base Compensation

Upfront Commission Structure

Quarterly Bonus Incentive

Job summary

A financial planning firm in West Palm Beach is looking for an Associate Financial Advisor. This entry-level role involves managing marketing efforts, creating comprehensive financial plans, and assisting client meetings. Ideal candidates should possess a Bachelor's degree in finance or a related field and relevant certifications or the ability to obtain them swiftly.

Qualifications

• Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license.
• Preferred but not necessary, 1+ years of financial services industry and/or sales related experience.
• General knowledge on investment products and services as well as current market conditions.
• General knowledge on investment products and services as well as current market conditions
• Successful completion of background and assessment check
• To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.

Responsibilities

• Effectively conduct and manage marketing efforts to new and existing clients.
• Build, strategize, implement, and service detailed, comprehensive financial plans.
• Observe and assist with new and existing client meetings.
• Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships

Skills

Coachable

Time Management

Organization Skills

Problem Solving

Communication

Presentation

Customer Service

Approachable

CRM and Computer Skills

Accurately Forecast and Achieve Goals

Interpersonal Skills

Networking

Education

Bachelor's degree in finance or business related field

1+ years experience in finance or business related field

Tools

CRM software

Job description

Overview

Associate Financial Advisor at Guided Financial Advisors

Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them, we are able to formulate diverse and customized strategies geared towards their desired outcomes and success.

Mission

To maximize life’s potential through aligning values and goals.

Values

• Integrity - to be honest with strong moral principles and ethical standing


• Driven - to carry a determined work ethic in fulfilling obligations to others and ourselves


• Accountability - to accept responsibility for our actions, decisions, and commitments


• Diversity - to be open and accepting to different thoughts, beliefs, and backgrounds

Responsibilities and Job Description

• Marketing: Effectively conduct and manage marketing efforts to new and existing clients


• Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients


• Administrative Tasks: Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks


• Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships

Skills and Capabilities

• Coachable


• Time Management


• Organization Skills


• Problem Solving


• Communication


• Presentation


• Customer Service


• Approachable


• CRM and Computer Skills


• Accurately Forecast and Achieve Goals


• Interpersonal Skills


• Networking

Compensation

• Competitive Base Compensation


• Upfront Commission Structure


• Quarterly Bonus Incentive

Qualifications

• Bachelor's degree in finance or business related field or 1+ years experience in finance or business related field


• Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license


• Preferred but not necessary, 1+ years of financial services industry and/or sales related experience


• General knowledge on investment products and services as well as current market conditions


• Successful completion of background and assessment check


• To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.

Employment Type

• Full-time

Seniority level

• Entry level

Job function

• Finance and Sales