Job Description
Job Description
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients.
Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.
Responsibilities
- Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met.
- Actively participate in the development and implementation of financial plans.
- Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals.
- Research and analyze investment opportunities, provide market insights to advisors and clients.
- Build and maintain strong relationships with clients and act as a point of contact.
- Monitor and review client accounts, ensure that they are aligned with their financial objectives.
- Stay up-to-date on industry trends and best practices and share this knowledge with the team.
Requirements
- Bachelor’s degree in finance, business, or a re.lated field.
- Desire to earn CFP designation in 2-3 years
- A minimum of 2 years of experience in the financial services industry.
- Series 7, 63, and / or 65 licenses preferred or the ability to obtain them within 90 days of hire.
- Strong knowledge of financial products, markets, and procedures.
- Excellent communication and interpersonal skills.
- Detail-oriented and able to multi-task in a fast-paced environment.
- A passion for helping clients achieve their financial goals.
Benefits
- Base salary ($70,000-$90,000 depending on experience) with bonus
- Retirement plan with company match
- Unlimited vacation
- Health insurance offered
- Disability coverage
- Educational allowance for pursuing CFP designation
Wealth Management Associate
Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. In partnership with Columbia...
Associate Advisor - Catalyst Retirement Advisors
We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans. Research and analyze investm...
Investment Banking Associate: Gaming, Media & Technology Denver, CO
The senior team at GLC has worked together over two decades and brings financial advisory experience from a variety of bulge bracket and elite boutique investment banks. Our Denver office is looking for an exceptionally talented individual at the Associate level for our growing Gaming, Technology an...
Investment Associate
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. This individual will grow their knowledge o...
Senior Tax Associate
Mercer Advisors is a different kind of wealth management firm. We are looking for a Senior Tax Associate to join our Tax Team. The Tax group is a dedicated team of professionals who work with our wealth advisors to provide tax compliance services to our high-net-worth clients. As a member of the Tax...
Associate, Portfolio Operations
Tiverton is seeking a proactive and resourceful Senior Associate, Portfolio Operations, who can provide the highest quality financial modeling and accounting acumen for Tiverton and its related portfolio companies. The successful Senior Associate, Portfolio Operations, will be self-motivated and ene...
Manager Research Senior Associate – Equity
Production of all collateral and deliverables associated with assigned coverage, including, but not limited to, meeting notes, evaluations, and ad hoc analysis. ...
Investment Associate
Our tight-knit team has a mix of financial advisors, investment professionals, customer service managers and associates, operations specialists, and business operations personnel working together to help create the best possible experience for our clients. Investment Associate We are looking ...
Senior Retirement Specialist
The Senior Retirement Specialist provides support to Retirement Plan Wealth Advisor, plan sponsors, administrators, and participants. The Senior Retirement Specialist reports to the Director, Retirement Plan Operations, and is responsible for preparing required activities for each plan (such as comm...
Associate Advisor Guide
The Associate Advisor Guide will be responsible for making daily outbound sales calls, taking inbound inquires, and conducting sales activities directly with prospects. This position works within a team of Associate Advisor Guides and work closely with Regional Vice Presidents (RVPs) to drive compan...