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Associate Financial Advisor

Associate Financial Advisor

First Tech Federal Credit UnionAlpharetta, GA, United States
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Description

The Associate Financial Advisor is mentored by a Financial Advisor while assisting members, clients, and prospects with information, products and procedures to implement an investment program. This position is considered an entry level role and part of a defined career path toward becoming a Financial Advisor. Here's what you can expect from the job and what you need to be successful : Job Duties

  • Under the direct guidance of a Financial Advisor :

Support in gathering client information for constructing and updating financial plans, pre & post meetings

  • Assist with portfolio monitoring and asset allocation reviews at the model level
  • Assist in preparing client reports and investment model updates
  • Track new money to portfolios & systematic DCA, restricted funds & model customizations
  • Attend and assist in client meetings
  • Track bond maturities, client fund restrictions, and systematic contributions
  • Learn firm processes, compliance, and technology systems
  • Answer emails & calls at mentoring Advisor's request
  • Assist in drafting & communicating market commentary and investment communications
  • Conduct research and support 529 and education planning, along with the completion of the Education Planning course through AICPA - CIMA
  • Perform administrative tasks, as needed
  • Conduct research & support special projects, as needed

    • Essential Skills :

  • Minimum 5 years professional experience in an administrative or client facing capacity, preferably related to the financial industry or successfully completed an Addison Avenue Financial Advisor internship assignment.
  • Strong interest in financial planning and investment management
  • Highly organized with strong attention to detail
  • Excellent interpersonal and client service skills
  • Ability to manage multiple tasks in a fast-paced environment
  • Working knowledge of Microsoft Office
  • Minimum Education : High School Diploma
  • Certification / License : Securities Industry Essentials Series 7, Series 66, and Life & Health licenses within first 90 days

    • Location : Houston Experience Center and Alpharetta Addison Office (This position will be based in Houston and will be expected to travel to Alpharetta on a regular basis )

    Target Compensation for Texas / Georgia : $31.25 to $40.87 / hour + annual bonus Benefits options include :

  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)

    • What makes First Tech different? Click here to learn more! First Tech is not currently offering Visa sponsorship or transfer for this position Registered address : 1701 City Plaza Drive Suite G-105, Spring TX 77389 Financial Advisors offer securities through Raymond James Financial Services , Inc.MemberFINRA / SIPCand securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker / dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.

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    Financial Advisor • Alpharetta, GA, United States

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