What are the responsibilities and job description for the Associate Financial Advisor position at Hampton Square Wealth Management LLC?
Join our Christian financial advisory practice as a Financial Advisor and help others align their investments with Biblical principles. We are a steadily-growing firm with lots of opportunity for like-minded advisors.
If you're passionate about combining your financial planning expertise with Kingdom values to make a meaningful impact in people's lives, we'd love to hear from you.
Associate advisors are expected to:
· Effectively acquire new client relationships through contacts, prospecting, and networking
· Develop new business through retail and institutional clients
· Prepare financial plans that are accurate, clear, timely, and comprehensive
· Meet with prospects and clients to establish goals, present strategies, and review & rebalance portfolios
· Collaborate with our operations team to best serve our clients
· Reflect biblical ethics and integrity in all that they do
· Seek opportunities to exceed expectations
Candidate should demonstrate:
· Commitment to providing extraordinary, proactive client service
· Professional presentation and demeanor
· Accuracy and precision with a sense of urgency
· Strong communication and persuasion skills
· Commitment to life-long learning
· Emotional intelligence
· Supporting team player attitude, willingness to serve the needs of clients
· Commitment to earn the Certified Kingdom Advisors (CKA) designation within the first year
Certifications and Education Requirements:
· Bachelor’s degree and 2-7 years’ related industry experience
· Series 7, 66, Life & Health Insurance License
Additional Notes
Must pass background check, fingerprinting required
Please submit your resume and a cover letter to info@hampton-square.com with the subject line "Associate Advisor Application."
Hampton Square Wealth Management is an equal-opportunity employer.