23 Associate Financial Advisor Jobs in Greensboro, NC
Davenport is Hiring an Associate Financial Advisor Near Greensboro, NC
An ideal candidate will have knowledge and experience in the financial services industry, and excellent customer service and communication skills.
ResponsibilitiesResponsibilities of this position include, but are not limited to:
- Develop and execute business strategies to attract, acquire and maintain client relationships
- Listen to client financial needs, goals, time horizon, objectives and risk profile and collect client data
- Develop, recommend and implement appropriate investment strategies for clients
- Monitor progress of client strategies and recommend needed changes under various market conditions as well as when client goals and life events call for modification
- Possess a thorough understanding, and continuing education, of a broad spectrum of both existing and new investment products and strategies
- Conduct business within the confines of legal and regulatory guidelines at all times
- College Degree and/or related industry experience
- Minimum of 3 years of related industry experience
- Series 7 and 66 Licensed, or must obtain within six months from date of hire
- Extremely well-organized, detail oriented and accurate; must be able to multi-task and meet deadlines
- Highly motivated with excellent communication and customer service skills
- Proficiency in Microsoft Outlook, Word, and Excel
- Ability to learn and master computer programs that house customer data
- Ability to understand and adhere to industry rules and regulations
- Professional demeanor
DAVENPORT IS AN EQUAL OPPORTUNITY EMPLOYERDavenport & Company LLC provides equal employment and advancement opportunities to all colleagues and applicants for employment without regard to race, color, ethnicity, religion, gender, pregnancy/childbirth, age, national origin, sexual orientation, gender identity or expression, disability or perceived disability, genetic information, citizenship, veteran or military status, marital or domestic partner status, or any other category protected by federal, state and/or local laws.
Job Summary
Full Time
Securities
$62k-80k (estimate)
06/22/2024
07/17/2024
investdavenport.com
GREENSBORO, NC
200 - 500
1863
LEE CHAPMAN
$50M - $200M
Securities
Related Companies
About Davenport
Established in 1863, Davenport & Company LLC is one of the oldest employee-owned, independent financial services firms in America. Headquartered in Richmond, VA, our firm offers a complete range of investment services, including comprehensive stock and bond brokerage, investment management, research, financial planning, insurance, public finance, and corporate finance services. Davenport employs over 400 associates and has offices located in Virginia, North Carolina, South Carolina, Maryland and Georgia. Whether youre looking to maintain a lifestyle, finance higher education, plan for retireme...nt or buy or sell a business, we have the people and expertise to help you achieve your goals. Davenport attracts dedicated, talented professionals who are guided by integrity and experience. Here youll find a collaborative environment in which time-tested principles are combined with current analytical tools creating investment strategies suited to your specific needs. Our reputation and continued success will always be based on building personal long-term relationships with our clients. As stewards of your money, we remain committed to helping you grow and preserve your wealth today and for generations to come. Davenport & Company LLC is a member of the New York Stock Exchange, the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and is a Registered Investment Advisor under the Investment Advisers Act of 1940. For more information, call (800) 846-6666 or visit us on the web: www.investdavenport.com
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