Wealth Associate Advisor: Growth, Leads & Benefits

Thurston Capital; Indianapolis (IN); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Competitive base salary

Unlimited earning potential

Comprehensive benefits package

Generous PTO policy

Job summary

A leading financial advisory firm is seeking an experienced Associate Financial Advisor to manage existing client relationships and develop new business opportunities. The successful candidate will work closely with clients to address their financial needs, leveraging the firm's pipeline of prospects, while also exhibiting a commitment to the team's financial planning strategies. This role offers a competitive salary, significant earning potential, and a comprehensive benefits package including health and life insurance.

Qualifications

• 5+ years experience in financial services industry.
• State Life and Health Insurance Licenses.
• FINRA Series 7 and Series 65 registrations.

Responsibilities

• Collaborate with clients to understand their financial circumstances.
• Identify and capitalize on new business opportunities.
• Work with partners to achieve clients' financial objectives.
• Attract and retain high-net-worth clients.
• Deliver exceptional customer service.
• Demonstrate dedication to financial planning strategies.

Skills

Communication skills

Organizational skills

Team player

Motivated self-starter

Job description

A leading financial advisory firm is seeking an experienced Associate Financial Advisor to manage existing client relationships and develop new business opportunities. The successful candidate will work closely with clients to address their financial needs, leveraging the firm's pipeline of prospects, while also exhibiting a commitment to the team's financial planning strategies. This role offers a competitive salary, significant earning potential, and a comprehensive benefits package including health and life insurance.