Job Description
Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.
We’ll give you the support you need.
Our team will be there every step of the way, providing:
- Paid training – Get registered and licensed and learn how to be an associate financial advisor with the industry’s top training program
- A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources
- Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions
- Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate
- Resiliency and adaptability in a nimble learning environment
- Attention to detail, strong organizational and time management skills
Can you see yourself…
- Providing personalized investment and financial solutions to clients?
- Cultivating relationships in your local community to grow the business?
- Contributing to the branch business plan to increase branch effectiveness?
