What are the responsibilities and job description for the Associate Financial Advisor position at Foundations Investment Advisors?
Ready to Launch Your Financial Advisory Career?
We’re looking for a driven, detail-oriented Paraplanner / Associate Financial Advisor to join our growing team in Phoenix, AZ. This is your chance to work directly with clients, gain hands-on experience in financial planning, and set yourself up for long-term career growth in wealth management.
What You’ll Do :
- Engage with existing clients, focusing on orphan accounts, to provide proactive financial planning support.
- Assist in developing and updating financial plans, including retirement projections, investment allocations, and risk assessments.
- Support senior advisors by preparing reports, gathering client data, and managing follow-ups.
- Conduct client meetings to review investment accounts and financial goals.
- Execute trades, process account changes, and manage related paperwork.
- Stay current on market trends and investment strategies to offer valuable insights.
- Collaborate with internal teams to ensure compliance with industry regulations.
What You Bring :
Why Join Us?
Location : Full-time, in-office position in Phoenix, Arizona.
If you're passionate about financial planning and ready to advance your career, apply now to join a team committed to your growth and success.
