What are the responsibilities and job description for the ASSOCIATE FINANCIAL ADVISOR position at Duncan Financial Group?
About Duncan Financial Group
Headquartered in Irwin, Pennsylvania we help clients build and protect a better financial future. Our vision is to become the premier independent insurance and financial services organization that sets the standard for adding value to the lives of our clients, our employees, and our community stakeholders. At Duncan, we know that our greatest asset is our employees. We offer a new standard of insurance and financial guidance that is unmatched in the industry. Family-run for over 45 years, our diversified professionals get to know the needs of every client to deliver award-winning service for all their insurance, wealth management, and accounting needs. Built on a solid foundation, our relationships last for generations. Duncan Financial Group is quickly expanding both organically and through acquisition. With consistent and constant growth, we are continually seeking new talent to join us and continue to develop with us.
At Parkhurst Financial Services we focus on developing long-term relationships with our clients to assist them in reaching all their personal and financial goals. Our goal for every client is to help them realize their own dreams while building a legacy for future generations, if desired. We do this through extensive data gathering, careful analysis of a clients overall finances, consideration of a clients personal lifestyle preferences and risk tolerance, and by making recommendations that are tailored to each clients individual situation. By staying involved with our clients through periodic reviews, we are able to help them adjust their investment strategies and stay on target as they transition through lifes many stages and changes. James and Jon Parkhurst have a combined 52 years in the financial services industry.
Associate Financial Advisor
Job Summary :
The Associate Financial Advisor will engage in a comprehensive training program that includes financial planning, analyzing investment portfolios, investment management, and portfolio recommendations, consultative selling, client service, and regulatory compliance. The primary responsibility of the position is to work with and support a senior Financial Advisor while establishing new client relationships of their own. This position will require some evening hours and local travel will be necessary.
Nature and Scope :
This position works with Investment Advisor Representatives and client servicing team. This position regularly interacts with clients, all company departments, vendors, and producing advisors to implement new clients and support existing clients to benefit from increased use of the companies services.
Responsibilities :
Sales Support and Existing Client Servicing (45% 0-1 year / 30% 1-2 years / 25% 2-3 years)
- Supports advisors in sales cycle
- Recommends portfolio / robust product solution that will fit the clients risk tolerance, goals, and time frame in accordance with the senior advisor
- Runs illustrations and hypotheticals
- Develops appropriate product deliverables
- Executes appropriate trades to align with proposed portfolio
- Conducts and / or participates in client meetings to present recommendations / deliver advice
- Coordinates client follow-ups and tracks / holds clients accountable to agreed upon actions
- Documents all client interactions in Redtail
Sales - Prospecting and Networking (20% 0-1 year / 30% 1-2 years / 35% 2-3 years)
Sales - New Client Onboarding (10% 0-1 year / 15% 1-3 years)
Professional Development (10%)
Qualifications :
Hours : Monday Friday, 8 : 30am 5 : 00pm (Hybrid Work Schedule)
Office Location : 10950 Pearl Road, Suite A6, Strongsville, OH 44136 (Parkhurst Financial Services)
Benefits :
No Solicitation Notification to Agencies : Please note that Keystone Agency Partners and our Partner Agencies do not accept unsolicited resumes or calls from third-party recruiters or employment agencies. In the absence of a signed Master Service Agreement and approval from HR to submit resumes for a specific requisition, Keystone Agency Partners will not consider or approve payment to any third parties for hires made.
