2 Experienced Associate Financial Advisor - Private Wealth Advisory Jobs in Williston, VT
SORT BY
G
G
Experienced Associate Financial Advisor - Private Wealth Advisory
$84k-113k (estimate)
Full Time
6 Days Ago
Get It Recruit - Finance is Hiring an Experienced Associate Financial Advisor - Private Wealth Advisory Near Williston, VT
DescriptionWe are seeking an experienced financial professional with a talent for fostering strong client relationships and a desire to contribute to our evolving private wealth advisory practice. This role offers a hybrid work environment, allowing you the flexibility to work both in the office and remotely.
Key Responsibilities
We look forward to welcoming a new member to our private wealth advisory practice team and working together to achieve financial success for our clients!
Employment Type: Full-Time
Key Responsibilities
- Client Relationship Management: Cultivate and maintain client relationships by providing outstanding service and addressing their financial needs. Work closely with clients to understand their goals and objectives.
- Meeting Preparation and Follow-Up: Assist in preparing for client meetings, ensuring all necessary documentation is organized and ready. Follow up diligently to resolve any outstanding issues or questions after meetings.
- Financial Planning and Investment Recommendations: Collaborate with the advisory team to create comprehensive financial plans tailored to each client's unique situation. Provide well-researched investment recommendations that align with clients' objectives.
- Trades and Transactions: Execute trades and transactions accurately and promptly. Keep informed on market trends and investment opportunities to deliver informed guidance to clients.
- Deepening Client Relationships: Engage proactively with clients to strengthen relationships, understand their evolving needs, and introduce additional services when appropriate.
- Prospecting and Marketing: Build your book of business by connecting with referrals and leveraging your natural market.
- Over five years of experience as a financial advisor.
- Series 7, Series 66, and Life & Health licenses required.
- CFP designation is a plus.
- Excellent interpersonal and communication skills.
- Detail-oriented with strong organizational and time-management abilities.
- Existing book of business is required.
- Base salary starting at $70,000, based on experience.
- Performance-based bonus opportunities.
- Comprehensive benefits package, including PTO and paid holidays.
- Remote work flexibility.
We look forward to welcoming a new member to our private wealth advisory practice team and working together to achieve financial success for our clients!
Employment Type: Full-Time
Job Summary
JOB TYPE
Full Time
SALARY
$84k-113k (estimate)
POST DATE
09/11/2024
EXPIRATION DATE
10/08/2024
Show more
Similar Jobs
Popular Articles
Top 10 Things to Avoid Putting on a Job Application
Read Article
How to Describe Your Education in a Resume
Read Article
How to Write a Memorable Cover Letter in 5 Ways
Read Article
4 Personal Finance Tips to Make During Job Transition
Read Article
4 Best Camera Setups for Interview
Read Article
Keeping a Job Search Journal: 9 Types of Journaling You Can Do
Read Article
