Associate Financial Advisor Job Description

Associate Financial Advisor Job Overview

A financial advisor helps individuals manage their finances. They conduct client meetings to learn about their monetary goals, analyze their current financial situation, offer suggestions based on their findings, and create a personalized plan that aligns with their objectives. Financial advisors typically work in an office environment at insurance companies, investment firms, financial planning agencies, or other financial services settings.

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Associate Financial Advisor Job Summary

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you’re dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!

Location

Ashburn, VA

Associate Financial Advisor Responsibilities

Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs
Embrace the role of a structured yet coachable team player open to continued education and training from other team members

Associate Financial Advisor Qualifications

Requires a Bachelor’s degree in business administration, finance, or other related field
Valid FINRA Series 7 & 63/66 preferred but not required
Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers
Experience working with Microsoft Office, Excel, CRM systems, financial planning software, Google Suite, and other related business or money management tools desired