Associate Advisor

Newtown PA

23 December, 2020

3:42 PM

Description

Apply for this Position Apply with Indeed Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm in Newtown, PA is seeking to add an Associate Advisor to our Team! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the Senior Certified Financial Planner, servicing existing clients, making active outbound calls to set appointments with prospects & existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. With proven skills, this Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients.Minimum Requirements:• College degree required• 2 + years of financial services experience with an emphasis on sales• Life and Health Licensed; Series 65 preferred or Series 6• Certified Financial Planner (CFP®) designation, or willingness to pursue designation• Strong organizational, prioritization, interpersonal & management skills• Strong mathematical and analytical skills• Excellent communications skills; both verbal and written• Proficient with MS Office Suite (Outlook, Excel, Word & Power point)• Experience with Salesforce, EMoney and Morningstar Workstation preferredPosition Responsibilities:• Assist Senior CFP® with the preparation and implement of customized financial and investment plans• Assist clients with annual reviews to update their financial and investment planning, as needed• Follow up with Marketing Leads – Attend Seminars• Assist Senior CFP® with meeting individual and team goals• Keep CRM updated with prospect/client interaction• Work independently and proactively to meet personal business goals Key Traits:• Strong initiative• Positive attitude• Ability to market to local clients• Persistence• An entrepreneurial perspective to build client base• Persuasive ability  Apply for this Position Apply with Indeed Presented by Advisor Employee Services Thank you for your interest in the Associate Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!