Associate Advisor

Associate Advisor

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The LifeWealth Group located in Winter Garden, FL is seeking to add an Associate Advisor to our Team!

This support role will assist the Financial Advisors to handle client service requests, including, but not limited to conducting detailed research on investment vehicles, performance and new programs. The ideal candidate will have a strong background in financial services, investment management, and client service oriented. As an Associate Service Advisor, you will also be responsible for assisting the Financial Advisors in preparation for meetings and creating customized financial plans for clients.

Key Traits:

• Strong mathematical skills
• Proficiency in investment management and portfolio management
• Knowledge of wills, trusts, and estate law
• Strong communication skills
• Technical accounting knowledge to analyze financial statements
• Familiarity with financial concepts such as risk management and asset allocation

Minimum Requirements:

• College degree preferred
• 2+ years of financial service experience required
• Series 6/65 and 7 license preferred
• FL 215 preferred
• Strong organizational, prioritization, interpersonal and management skills
• Strong mathematical and analytical skills
• Excellent communication skills; both verbal and written
• Proficient with MS Office Suite
• Experience with CRM preferred

Position Responsibilities:

• Conduct in-depth financial analysis to understand clients' financial goals and objectives
• Develop comprehensive financial plans that align with clients' needs and objectives
• Provide recommendations on investment strategies, retirement planning, tax planning, and estate planning
• Monitor and review clients' financial situations regularly to ensure their plans are on track
• Handle client service requests or in-depth account performance details
• Collaborate with other professionals such as accountants and attorneys to address complex client needs
• Stay updated on market trends, regulations, and best practices in the financial planning industry

Salary:

• $60,500 - $75,000 BOE

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Vision insurance
• Life insurance
• PTO
• Tuition Reimbursement

Hours:

• Monday-Friday

Presented by Advisor Employee Services Thank you for your interest in the Associate Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!