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A company is looking for an Associate Financial Advisor to support clients in workplace plans and contribute to growth initiatives.
Key ResponsibilitiesSupport client retention and growth through financial planning discussions and asset consolidationExecute trades in various financial instruments and facilitate withdrawals and transfers of assetsDocument client interactions and provide best interest advice when appropriateRequired Qualifications and EducationBachelor's Degree required2+ years of financial customer service experience or recent graduate with a relevant degreeExperience trading in equities, fixed income, and optionsFINRA Series 7, Series 63, and Series 65 licenses requiredGeneral securities licensed to open Brokerage IRA's and Taxable Retail accounts
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