Remote Associate Advisor Financial | WFH at Get It Recruit - Finance

Job Overview

Join our esteemed private wealth advisory practice as an Associate Financial Advisor, where your expertise in client relationship management will play a pivotal role in our growing team. This hybrid position offers the flexibility to work remotely while maintaining a connection to our dynamic office environment.

Key Responsibilities

• Develop and nurture client relationships by delivering exceptional service and addressing their financial aspirations.
• Support in the preparation and follow-up for client meetings, ensuring all documentation is meticulously organized and addressed.
• Collaborate with the advisory team to design comprehensive financial plans tailored to meet each client’s unique objectives.
• Execute trades and transactions with precision and timeliness, staying informed on market trends to provide well-informed guidance.
• Proactively engage clients to deepen relationships, comprehend their evolving needs, and introduce additional services when suitable.
• Expand your book of business by leveraging your network and generating referrals.
  
  

Required Skills

• Strong aptitude for client relationship management.
• Exceptional interpersonal and communication skills.
• Detail-oriented with excellent organizational and time-management abilities.
• Proficient in delivering well-researched financial planning and investment advice.
• Capable of executing trades and transactions efficiently.
• Familiarity with prospecting and marketing strategies for business development.
  
  

Qualifications

• A minimum of five years of experience as a financial advisor.
• Required licenses: Series 7, Series 66, and Life & Health.
• CFP designation is advantageous.
• Must possess an existing book of business.
  
  

Career Growth Opportunities

At our firm, we are committed to your professional development. You will have access to mentorship from experienced advisors, as well as opportunities to expand your skills and advance your career within our organization.

Company Culture And Values

We are dedicated to fostering a collaborative and inclusive work environment. Our commitment to diversity and a supportive culture ensures that every team member can thrive and contribute to our clients’ financial success.

Networking And Professional Opportunities

Being part of our team means you will have the chance to network with industry professionals, attend exclusive events, and collaborate with peers who share your passion for financial advisory.

Compensation And Benefits

• Competitive base salary starting at $70,000, commensurate with experience.
• Performance-driven bonus opportunities.
• Comprehensive benefits package, including paid time off and holidays.
• Flexibility to work remotely.
  
  

How To Apply

If you are ready to elevate your career and join a team devoted to achieving financial excellence for our clients, please submit your resume along with a cover letter detailing your relevant experience and how you plan to contribute to our team's success. We are excited to welcome a new member to our private wealth advisory practice.

Employment Type: Full-Time