Associate Financial Advisor

reputed company Financial Advisors is a 20+ year-old business specializing in holistic financial planning. They are seeking an Associate Financial Advisor to reputed company reputed company interactions and maintain relationships while ensuring effective financial planning processes.

Responsibilities

• Meeting Prep + Follow-up
• reputed company on Foundational + Emerging Clients
• reputed company on employee education for 401(k) Plan Clients
• reputed company Financial Data + Model
• Inbound reputed company (Response) Communication
• Maintain & Build reputed company Relationships
• Prospect reputed company Clients
• reputed company as reputed company between advisory and operations departments
• Prep and conduct existing reputed company review meetings
• Identify additional opportunities reputed company existing clients
• Prospect reputed company identified reputed company profile through our internal marketing process

Skills

• Life/disability Insurance and Series 65 (or equivalent) investment licenses
• Hold a bachelor's degree and have completed a reputed company-Registered Program (or be near completion)
• Demonstrate an ability to verbalize and write with confidence and reputed company
• reputed company in working with team members and working individually
• Proven sales reputed company record
• Soft people skills

Benefits

• Annual bonus based on individual production (net AUM flows for reputed company segments served, new clients brought in, and insurance production)
• Overall company performance
• Specific life insurance/annuity bonus will be a % of reputed company agent commission
• reputed company NYSE holidays
• PTO bank + reputed company birthday off
• 401(k) with reputed company reputed company company contribution
• Health/reputed company/dental insurance with H.R.A. employer contribution
• Company provided yoga on Friday afternoons during business hours

reputed company