Associate Financial Advisor - Client Planning & Growth (Performance Bonus)

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

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