Associate Financial Advisor
Company: Confidential
Location: Bowie
Posted on: May 15, 2022
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Job Description:
We are helping our client find the right person to join their
growing team! We are seeking an experienced Associate Financial
Advisor who enjoys working with clients and providing exceptional
administrative support.
Our team is growing! We are seeking an experienced Service Advisor
to join our team to manage existing client relationships. You will
not be required to build a book of business. You will have the
opportunity to grow into a Lead Advisor over time, if desired. Who
We AreWe are a Hybrid Registered Investment Adviser (RIA) located
in Bowie, MD. We work with clients wherever they are in life. Our
primary focus is to help them create a plan that reflects their
values and way of thinking, suits their current circumstances,
grows to fit their changing needs, and is flexible enough to
accommodate the unexpected along the way. Whether it is losing a
spouse, preparing for retirement, or starting a family, we are
there for our clients. We are strongly committed not only to our
clients but to our community. We support a number of charitable
organizations, and we encourage staff to get involved with
organizations that are special to them. Who You AreYou are
passionate about financial services and helping others. You enjoy
developing strong relationships and are the consummate professional
in the way you work with clients, colleagues, and others. You
thrive in a fast-paced environment, understand the financial
planning process, and have excellent time management and
multitasking skills. You believe client service should be
exceptional, whether in person, over the phone or through email.
You believe that learning never stops so you proactively take steps
to remain up to date on industry knowledge. Exceptional detail
orientation comes naturally to you, and you can communicate complex
financial planning concepts in a way that is easy for clients to
understand. Flexibility, versatility, and adaptability are
essential for this role.
More About the PositionThe service advisor role is vital to the
firm's continued success. In this role you will be responsible for
gaining a deeper understanding of the clients' wants, needs,
wishes, and working to bring them to life. You will also analyze
the income and asset situation of clients at least once annually to
review and update the client's financial situation. You will work
with advisors and other team members in the firm to ensure your
activities are conducted in accordance with established procedures
and compliance requirements. Technology is key to completing work
assignments, so you are highly proficient with financial planning
software and have an ability to learn new software quickly.
We have the tools and resources to support your efforts, ensuring
you are set up for success. We believe in the continued growth and
development of our employees and there are advancement
opportunities available based on your success in the role. We offer
a comfortable, professional, work environment.
The salary range for the position is $50-60,000, and is negotiable
depending on experience. We also offer a comprehensive benefits
package. We celebrate diversity and are committed to creating an
inclusive environment for all employees.
Primary Responsibilities: - Assist clients in meeting their unique
financial objectives on an ongoing basis. - Recommend plans to help
clients achieve their goals and identify appropriate investment and
insurance solutions for estate issues, tax considerations,
retirement planning or business planning objectives. - Provide
exceptional client service by responding to client inquiries and
work effectively with affiliated professionals who also serve the
clients. - Comply with all FINRA/SEC/Broker/Dealer/Firm compliance
regulations; satisfy continuing education requirements.
Qualifications
Our values center on teamwork, collaboration, commitment to helping
others, honesty, and accountability to ourselves and our clients.
If what you've read resonates with you, please email your resume
with a cover letter explaining why you are interested in the
position. We look forward to meeting you!
Keywords: Confidential, Bowie , Associate Financial Advisor, Accounting, Auditing , Bowie, Maryland
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