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Associate Financial Advisor
Career Insights for Financial Planner / Investment Consultant
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Scorecard
Based on Florida data
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What they do
A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.
$105,221 / year median in Florida
+3% projected growth
Job Description
Associate Financial Advisor at Guided Financial Advisors Associate Financial Advisor at Guided Financial Advisors in Palm Beach Gardens, Florida Posted in about 23 hours ago.
Type:
full-time About Guided Financial Advisors Guided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client's values, goals, and what means most to them, we are able to formulate diverse and customized strategies geared towards their desired outcomes and success. Our Mission To maximize life's potential through aligning values and goals. Our Values Integrity
- to be honest with strong moral principles and ethical standing Driven
- to carry a determined work ethic in fulfilling obligations to others and ourselves Accountability
- to accept responsibility for our actions, decisions, and commitments Diversity
- to be open and accepting to different thoughts, beliefs, and backgrounds Responsibilities and Job Description An Associate Financial Advisor at Guided Financial Advisors will need to have personal and professional values that align with the organization's as well as the ability to efficiently and effectively assist with the management of 4 key areas of the business.
Marketing:
Effectively conduct and manage marketing efforts to new and existing clients
Case Work:
Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients
Administrative Tasks:
Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks
Client Meetings:
Observe and assist with new and existing client meetings throughout the business process while building client relationships Skills and Capabilities Coachable Active Listening Time Management Organization Skills Problem Solving Communication Presentation Customer Service Approachable CRM and Computer Skills Accurately Forecast and Achieve Goals Interpersonal Skills Networking Compensation Compensation can be structured between two components. Upfront Commission Structure Quarterly Bonus Incentive Qualifications Bachelor's degree in finance or business related field or 1+ years experience in finance or business related field Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license Preferred but not necessary, 1+ years of financial services industry and/or sales related experience General knowledge on investment products and services as well as current market conditions Successful completion of background and assessment check To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future. Industry Financial Services Employment Type Full-time