7 дней назад
Associate Financial Advisor
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate Financial Advisor (Financial Services): Partnering with Financial Advisors to develop financial plans, implement client account actions, and support investment-related activities with an accent on consultative sales, regulatory compliance, and client solutions. Focus on processing trade orders, maintaining required securities and insurance registrations, and building experience toward a Financial Advisor career.
Location: Prairieville, Louisiana, United States; regular travel across the assigned region to financial centers, client offices, and other requested locations.
Company
is a financial services and banking organization providing investment and financial solutions to clients.
What you will do
- Partner with Financial Advisors to assist clients with financial goals and account-related actions.
- Use a consultative sales process to identify client needs and propose investment solutions.
- Develop individualized financial plans and explain investment benefits, risks, and product features.
- Process paperwork, trade orders, and money movement instructions in accordance with regulatory requirements.
- Support banker training, financial center huddles, client appreciation events, and community outreach.
- Complete required registrations, continuing education, and compliance obligations while traveling to meet clients as needed.
Requirements
- Bachelor's degree, preferably in Business, Finance, Accounting, or a related field.
- At least 2 years of related experience; brokerage, insurance, financial services, or banking experience is preferred.
- Current Life and Health Insurance license in good standing.
- Current SIE, Series 7, and Series 66 licenses in good standing; current Series 63 and 65 registrations may substitute for Series 66.
- Ability to travel, work under stress, meet deadlines, and perform the physical and operational requirements of the role.
Culture & Benefits
- Full-time employment in a client-facing financial services role.
- Opportunities to participate in community affairs and client-focused events.
- Career development toward a future Financial Advisor position.
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