Financial Advisor Associate

TRC Talent Solutions; Addison (TX); Presencial; USD 65.000 - 90.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive salary

Benefits package with health, dental,

Professional development support forCF

Wellness programs

Career advancement

Descripción de la vacante

TRC Talent Solutions is seeking a Financial Advisor Associate to support the centralized financial planning team within a respected financial services firm. You will assist in developing financial plans, conduct analyses, and participate in client meetings to deliver tailored advice.

The role emphasizes professional growth, including pursuing CFP designation, building technical expertise, and future progression toward lead advisor roles while collaborating across departments.

Formación

• Bachelor’s degree in Business, Finance, Economics, or related field.
• Licensure such as Series 65, Series 7/66, or ChFC.
• Actively pursuing CFP designation.
• Strong communication, teamwork, and relationship-building skills.
• Proven ability to learn and utilize financial and office software systems.

Responsabilidades

• Shadow Financial Advisors during client appointments to gain practical experience.
• Create and assist in the implementation of financial plans for existing clients.
• Perform research and analysis related to client casework.
• Facilitate communications with prospective and existing clients to maintain relationships.
• Engage with various departments to understand the operating model and service delivery.
• Participate in company events to enhance knowledge and relationships.
• Take steps toward obtaining CFP designation.

Conocimientos

Financial planning

Client engagement

Research & analysis

Communication

Team collaboration

CFP certification pursuit

Educación

Bachelor's degree in Business/Finance/Economics

CFP designation pursuit

Herramientas

Financial planning software

Descripción del empleo

The Financial Advisor Associate plays a pivotal role in supporting the delivery of comprehensive financial planning and investment advisory services. As a valued member of the centralized planning team, the Financial Advisor Associate collaborates closely with Financial Advisors to ensure clients receive exceptional service, tailored advice, and an outstanding overall experience. This position is ideal for individuals seeking to advance their careers in financial planning, with a strong desire to build their technical expertise, strengthen client engagement skills, and gain in-depth exposure to the operational aspects of a respected financial services firm.

Working as a Financial Advisor Associate, you will be involved in the end-to-end planning process, ranging from the development and refinement of financial plans, conducting detailed case research and analysis, to actively participating in client meetings and contributing to follow-up activities. The Financial Advisor Associate interacts with various departments, fostering a thorough understanding of the firm's integrated service model and ensuring clients feel informed, valued, and confident in their financial futures. The role also offers opportunities for professional growth, including the pursuit of recognized industry certifications such as the CFP® designation.

In this capacity, the Financial Advisor Associate is instrumental in enhancing the efficiency and effectiveness of the advisory team, while also preparing for a future as a lead advisor. The position requires a blend of analytical skills, interpersonal abilities, and a passion for continuous learning and professional development within the financial planning sector.

Financial Advisor Associate - Summary

• Key contributor to the centralized financial planning team, supporting Financial Advisors in delivering personalized advice to clients.
• Designed for professionals aiming to become future lead advisors and seeking to build deep expertise in financial planning.
• Opportunity to develop technical skills, client-facing abilities, and a comprehensive understanding of the firm's business model.

Duties & Responsibilities

• Shadow Financial Advisors during client appointments to gain practical experience and training.
• Create and assist in the implementation of financial plans for existing clients, ensuring plans align with client objectives and goals.
• Perform research and analysis related to client casework, supporting the development of effective financial strategies.
• Facilitate communications with both prospective and existing clients to maintain strong relationships and support ongoing engagement.
• Engage with various departments within the organization to acquire a holistic understanding of the operating model and service delivery.
• Participate in company events, such as workshops and seminars, to enhance knowledge and foster professional relationships.
• Take proactive steps toward obtaining the Certified Financial Planner (CFP®) designation, demonstrating commitment to the profession.

Salary & Benefits

• Competitive salary structure reflecting experience and qualifications.
• Comprehensive benefits package, including health, dental, and retirement plan options.
• Opportunities for professional development and support in obtaining industry certifications, such as the CFP®.
• Work-life balance initiatives and employee wellness programs.
• Potential for career advancement within a dynamic and supportive team environment.

Qualifications & Requirements

• Bachelor’s degree (BS/BA) in Business, Finance, Economics, or a related field.
• Licensure such as Series 65, Series 7/66, or ChFC.
• Actively pursuing or intention to pursue the Certified Financial Planner (CFP®) designation.
• Demonstrated self-starter with the ability to work independently and as part of a team.
• Strong communication, teamwork, and relationship-building skills.
• Proven capability to learn and utilize financial and office software systems.

Ideal Candidate Snapshot

• Motivated and committed to developing a long-term career in financial planning and wealth management.
• Possesses high attention to detail and a client-centric mindset.
• Proactive in pursuing professional growth and industry certifications.
• Strong analytical and research abilities, coupled with excellent interpersonal communication skills.
• Adaptable, collaborative, and able to thrive in a team-oriented environment.

Other Relevant Information

• Joining the Financial Advisor Associate team offers exposure to an integrated financial services model and direct mentorship from experienced advisors.
• The role supports a structured career path toward becoming a lead Financial Advisor.
• Engagement in ongoing training, company events, and cross-departmental collaboration enhances both personal and professional growth.
• Candidates will benefit from working in an environment committed to diversity, equity, and inclusion, with a focus on providing equal opportunity to all employees.

Equal Opportunity Employer

TRC Talent Solutions is proud to be an Equal Opportunity Employer (EOE). All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law. At TRC, we take pride in fulfilling our opportunity to add value to our client's business as their staffing partner, while working tirelessly to connect thousands of individuals each year with work opportunities where they can meet the needs of their families and have the potential to build their careers.