What are the responsibilities and job description for the Wealth Management Associate/Advisor position at The Foundry Financial Group?
Wealth Management Associate
Become a FEE-ONLY Advisor. This role offers a perfect entry to a career in financial planning and investment management. For a candidate with some experience in financial services, the role will present a challenging and exciting new career chapter.
The Foundry Financial Group, Inc. is currently accepting resumes for the position of Wealth Management Associate. Working with an experienced advisory team, you will be trained and ultimately be responsible for preparing financial plan presentations, participating in client meetings, and following up on service activities. This is an "in-office" position, and the candidate must locate within 30 minutes of our office in Laconia NH.
You will be expected to stay abreast of trends and issues in financial planning. You will work extensively with our financial planning software and our investment analytical tools.
The successful candidate will have the following characteristics:
- Strong communication skills
- Highly conscientious
- Willingness to embrace a culture of high ethics and regulatory compliance
- Ability to interact with highly focused business owners and professionals
- Effective time management skills
- Initiative and energy
- Technical competency
- Willingness to learn
- Desire to work as part of a team
- Participate in annual budget and goal setting process
The position does not have sales/business development quotas. Your first role is to become a great financial advisor.
