CFO leading financial operations in a multi - site manufacturing organization with $100M+ revenue. Driving growth, profitability, and strategic initiatives amidst 50% travel requirement.
About the role
- Financial Advisor Associate working with an experienced advisor to build a personal book of business and assist clients in achieving their financial goals
Responsibilities
- Work with an experienced advisor to build a personal book of business
- Help shape clients' financial future
- Build a pipeline, complete with personal and professional contacts and new leads
- Obtain your required licenses/credentials within 150 days of hire
- Attend and engage in licensing coaching
- Be accountable for making progress within the program’s licensing and appointment preparation timelines
- Assist seasoned financial advisor(s) in working with clients to achieve their financial goals
- Serve as a key team practice member, creating and delivering a unique client experience
- Provide support to clients and prospects by specializing in products or services
- Develop and execute a marketing plan to achieve client acquisition goals
- Gather and analyze data and develop financial planning recommendations
- Help prepare and/or deliver financial plans
- Foster ongoing financial planning relationships with clients
- Become a product expert
- Manage specific parts of the business, manage operations, recommend process improvements, own staff meeting agendas, monitor budgets/expenses
- Manage the practice’s client service model and consistent execution
Requirements
- Four-year college degree from an accredited institution
- High level of confidence, perseverance and a strong desire to succeed in a goal-oriented environment
- Outstanding verbal, written and listening communication skills
- Willingness and desire to learn from seasoned financial advisor(s) and be part of a collaborative, team-centric environment
Benefits
- Health insurance
- Flexible work arrangements
- Professional development opportunities
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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