What are the responsibilities and job description for the Associate Financial Advisor position at Hamdan Resources?
Our Client is actively seeking a motivated Associate Financial Advisor to support senior advisors, enhance client relationships, and deliver tailored wealth management solutions. This role offers professional growth, collaboration, and the chance to make a meaningful impact on clients’ lives.
Key Responsibilities:
· Asset Management
· Assist with developing and managing financial plans using tools like eMoney.
· Handle account paperwork, ensure compliance, and support portfolio management.
· Collaborate with team members to deliver seamless client service.
Skills & Qualifications:
· CFP certification or progress preferred; FINRA Series 7, series 66 and insurance licenses required (or willingness to obtain).
· 3 to 5 years of experience in financial services or wealth management.
· Proficiency in financial planning tools and strong communication skills.
Benefits:
· Competitive salary with bonuses, PTO, 401(k) with match, and health benefits.
· Professional development opportunities and flexible work options.
· Collaborative, growth-oriented culture.
Hamdan Resources, LLC is committed to hiring and retaining a diverse workforce. We are proud to be an Equal Opportunity/Affirmative Action Employer (EEO/AA), making decisions without regard to race, color, religion, creed, sex, sexual orientation, gender identity, marital status, national origin, age, veteran status, disability, or any other protected class. U.S. Citizenship and/or authorization to work within the U.S.is required for most positions.
