Associate Financial Advisor Crossroads Advisors Group Reading, PA Job Details Full-time 1 day ago Benefits Retirement plan Qualifications Organizing events Practice management Investment advisory support Financial services customer support Office activity coordination Customer relationship building Professional ethics Mid-level Managing clients in a customer support role Managing financial planning clients Data management Financial data management Project task coordination Financial goal setting advisory services Managing projects Financial services Business management

Full Job Description Benefits:

Retirement Plan Matching Bonus based on performance Competitive salary Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations. The associate financial advisor will assist financial advisor(s) in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.