Associate Financial Advisor

Job Summary

The associate financial advisor will work with senior advisors and client services staff in a team

responsible for managing accounts and client relationships. You will interact frequently

with clients and assist in delivering financial planning, investment management, and other

advisory services. You will also be involved with marketing and business development

projects and assist with onboarding new clients. In the process, you will become familiar

with all aspects of ongoing client services and gain experience with markets, investments,

portfolio management, and a range of supporting software applications. Associates who

meet performance goals and gain professional licenses and certifications may progress to

have responsibilities for managing client relationships and investment portfolios and have

other opportunities for professional advancement.

Duties and Responsibilities

The associate financial advisor’s work and responsibilities include :

• Ensuring timely responses to client correspondence and inquiries.
• Improving the client review process and participating in client meetings (planning,

scheduling, preparing presentations, recording meeting notes, and completing

follow-up actions).

needs, in close collaboration with our Client Services team and lead advisors.

completing scenario planning and analysis, and preparing presentations related to

retirement planning and other goals.

research.

including helping to maintain accurate database information.

build your and company's reputation as a trusted resource.

Qualifications

We are seeking candidates who have the following qualifications :

priorities.

and environmentally responsible investing.

programs.

Salary and Benefits

Pay / benefits are competitive based on industry standards.

education / training opportunities, beginning with the Series 65 license.

Keenbee Talent Solutions is a Native Alaskan Women owned sdb specializing in the placement of highly skilled professionals in Accounting and Finance, IT / MIS and Biomedical. Keenbee has been in business since 1997 servicing New Mexico and the surrounding states with high results. Keenbee Talent Solutions is an equal opportunity employment agency.  We do not discriminate based on race, color, national origin, religion, ancestry, sex, age, disability, serious medical condition, spousal affiliation, sexual orientation, gender identity, or other classifications protected under the law.