Financial Advisor
Financial Advisor - Associate
§ Assist Investment Advisor in the communications and follow up with select clients. Develop relationships with clients that will increase the number of referrals and assets under management. While this position has client contact, it does not act as primary relationship manager.
Duties Responsibilities:
§ Meet with clients separately from and in conjunction with Investment Advisor.
§ Gather client data and financial goals; update financial plans.
§ Research investment products for Investment Advisor.
§ Enter client account information into database and broker/dealer systems.
§ Process and follow up on securities transactions, service clients’ accounts, maintain required files
§ Provide excellent service to Investment Advisor and to clients
The ideal candidate exhibits honesty, integrity, flexibility and a high level work-ethic. In addition the ideal candidate should have the following qualifications:
- At least a bachelor’s degree in a field such as finance, business or economics preffered.
- Two or more years customer service experiences.
- Motivated to improve and grow; career driven within our Team.
- Excellent interpersonal skills with excellent verbal written communications skills.
- Excellent mathematical skills with a high degree of accuracy.
- Acute attention to detail and good judgment with the ability to make timely and sound decisions.
- Ability to work independently and with a team.
- Should have or the ability to obtain series 7 66 (preferred) or 6 63 (must have within 6 months of date of hire).
- Commitment to excellence and high standards.
- Strong organizational, problem-solving and analytical skills; able to manage priorities and workflow.
Salary Benefits:
- This is a full-time, W-2 employee position with a salary based on level of experience.
- Bonus available based on performance
- Available health care option.
Send resume and cover letter to Financial Celebrations: Fax to 707-449-9548 or email to FinCelebJobs@LIVE.COM . Check us out at www.financialcelebrations.com