What are the responsibilities and job description for the Associate Financial Advisor position at AppleOne Employment Services?
AppleOne is assisting an independent firm with offices in Florida and Maryland, serving high-net-worth clients in 44 states. They currently have an opportunity available for an associate advisor in their Maitland office. This position offers independence to grow your own book of business, the opportunity to collaborate with and be mentored by seasoned advisors, and the potential to become part of a senior advisor’s succession plan.
Responsibilities
- Develop, nurture and maintain strong client relationships.
- Provide support for lead advisors, including client meeting preparation.
- Research portfolio holdings.
- Meet with product wholesalers and monitor conference calls.
- Attend select meetings and keep summary of proceedings.
- Attend networking events with lead or senior advisors.
- Become familiar with investment management and financial strategies.
Qualifications
- A passion for providing world-class client service.
- An entrepreneurial mindset.
- The ability to thrive in a collaborative team environment.
- A high level of self-motivation and drive with strong integrity and ethics.
- Excellent communication and interpersonal skills.
Position Requirements
- Bachelor’s degree with emphasis in a related major.
- Series 7, 66 and insurance licenses.
- One to two years’ experience in the financial services industry.
Salary : $100,000 - $200,000
