What are the responsibilities and job description for the Associate Financial Advisor position at Partners Financial Group (PFG)?

COMPANY OVERIVEW :

Since 1960, Partners Financial Group (PFG) has evolved into a powerful financial services company, alongside its Registered Investment Advisor, Vicus Capital . Based in State College, PA, our experienced staff provides extensive support services to PFG and Vicus Capital's network of independent professionals. We take great pride in fostering a family atmosphere and a fulfilling work environment for our staff. Our office has grown to over 40 hardworking, dedicated employees who take ownership of their work and serve a key role in cultivating innovation to move our firm forward. We are growing fast and looking for smart, forward-thinking problem solvers to join our world-class team!

POSITION SUMMARY :

Leave behind the unpredictability, risk, and long hours of running your own practice and join our team as a salaried Associate Financial Advisor ! We are seeking a dynamic and self-motivated individual to join our PFG family. The role will focus on supporting existing clients / client accounts of our firm and will report directly to our Business Development Manager. This individual will not be required to grow or develop a book of business. If you have a passion for finance, wealth management, are looking to grow your career, and have a commitment to delivering exceptional client service, we encourage you to apply.

KEY RESPONSIBILITIES :

Serve as the primary point of contact for broker-dealer client accounts
Manage and oversee account servicing requests such as withdrawals, new contributions, and beneficiary changes
Respond in a timely manner to client account inquiries
Conduct client meeting updates and account reviews
Identify client needs and recommend appropriate financial solutions
Proactively identify opportunities for client growth & engagement
Manage and maintain relationships with existing clients
Educating clients on financial products and market trends
Maintain accurate and detailed records of client interactions and transactions
Stay informed on industry trends, regulatory changes, and new financial products
Perform other duties as assigned

REQUIRED SKILLS

Excellent communication, analytical, and problem-solving skills

Attention to detail and ethical judgement

Adaptability, strong time management, and proficiency with technology

Process and systems oriented, resourceful, forward thinking

Must be polished, professional, and provide extraordinary client service

Organized and task oriented

Ability to work independently and as part of a team in a fast-paced environment

QUALIFICATIONS :

Series 7, Series 63, and Life & Health License or the ability to gain licensure immediately

Bachelor’s Degree in Finance or related field

Experience : 3-5 years as a Financial Advisor

BENEFITS

Full-time salaried position with potential for ICP, commensurate with experience

Health Insurance

Dental & Vision Insurance

Group Life Insurance

Short-Term Disability Insurance

401(k) Plan with safe harbor employer contribution

Generous Paid Time-Off

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Associate Financial Advisor

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