Jr Advisor

AFG Financial; Mukilteo (WA); Presencial; USD 48.000 - 64.000; Jornada completa

Descripción de la vacante

AFG Financial Services is seeking a Jr Advisor to join our Mukilteo, WA team. This full-time, on-site role supports senior advisors in delivering financial planning and investment advisory services to clients, including gathering client information, preparing reports, and assisting with plan development.

You will help analyze investment options, insurance needs, retirement strategies, and cash flow while maintaining accurate client records and coordinating with internal and external partners,

Formación

• Foundational knowledge in personal finance, investments, and retirement planning.
• Strong analytical and research skills to interpret financial data and prepare client reports.
• Clear written and verbal communication skills for client interaction and documentation.
• Proficiency with office productivity tools (spreadsheets, presentation software, CRM systems).
• Strong organizational and time management skills to handle multiple client tasks and deadlines.
• Bachelor’s degree in finance, economics, business, accounting, or related field, or equivalent experience.
• Progress toward CFP, CFA, CPA, ChFC, CLU or related certifications is beneficial.
• Ability to work ethically with confidential information and regulatory requirements in a team setting.

Responsabilidades

• Gather and organize client financial information and prepare reports.
• Assist with plan development and support client meetings with note-taking and follow-up.
• Analyze investment options, insurance needs, retirement strategies, and cash flow considerations.
• Maintain accurate client records in firm systems and coordinate with internal and external partners.
• Contribute to a professional, compliant, and client-focused environment.

Conocimientos

Personal finance knowledge

Investment knowledge

Analytical skills

Communication skills

Organizational skills

Educación

Bachelor's degree in finance/economics/business

Herramientas

CRM systems

Spreadsheet software

Presentation software

Descripción del empleo

Company Description

AFG Financial Services is an independent financial firm focused on helping clients make informed, confident financial decisions. The firm provides advisory services through Aspire Capital Advisors LLC, a registered investment adviser, while remaining a separate, unaffiliated entity. AFG Financial operates under California Insurance License 0H28692 and adheres to rigorous professional standards. The firm values advanced education, professional certifications, and ethical practice, emphasizing the importance of Certified Financial Planner training and related credentials. Team members join a culture that promotes continuous learning, integrity, and client-centered service.

Role Description

The Jr Advisor is a full-time, on-site role based in Mukilteo, WA. This role supports senior advisors in delivering comprehensive financial planning and investment advisory services to clients. Day-to-day responsibilities include gathering and organizing client financial information, preparing reports, assisting with plan development, and supporting client meetings through note-taking, follow-up, and task management. The Jr Advisor helps analyze investment options, insurance needs, retirement strategies, and cash flow considerations under the guidance of senior advisors. The role also includes maintaining accurate client records in firm systems, coordinating with internal and external partners, and contributing to a professional, compliant, and client-focused environment.

Qualifications

• Candidates should possess foundational knowledge in personal finance, investments, and retirement planning.
• Candidates should possess strong analytical and research skills to interpret financial data and prepare client reports.
• Candidates should possess clear written and verbal communication skills for client interaction and documentation.
• Candidates should possess proficiency with office productivity tools (e.g., spreadsheets, presentation software, CRM systems).
• Candidates should possess strong organizational and time management skills to handle multiple client tasks and deadlines.
• Bachelor’s degree in finance, economics, business, accounting, or a related field, or equivalent experience is preferred.
• Progress toward professional credentials (e.g., CFP, CFA, CPA, ChFC, CLU) or interest in obtaining such certifications is beneficial.
• Ability to work ethically with confidential information, follow regulatory requirements, and collaborate effectively in a team setting.