Associate Financial Advisor
On-site · Greensburg, Pennsylvania, United States
Greensburg, Pennsylvania, United StatesOn-siteFull TimeMid LevelBachelors DegreeLarge
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Large
Job Summary
The Associate Financial Advisor will prospect and schedule potential clients, work on referrals and marketing initiatives, and assist in maintaining client accounts and achieving revenue and AUM goals across the territory. The role may be paired with a Financial Advisor or operate independently, providing routine sales support, high-quality client service, and cross-sell opportunities while coordinating with the Financial Advisor on more advanced transactions.
Required Qualifications
- BA or BS
- 3 years of job-related experience
- Excellent communication skills (written and verbal)
- Excellent project management skills
- Excellent organizational, analytical and interpersonal skills
- Experience in the investment industry, broker-dealer procedures, products, forms, systems and services
- Licensures/Certifications: FINRA Series 7 and 63 & 65 or S61/S66 (or equivalent)
- Ability to use a personal computer and job-related software (MS Word, MS Excel, MS PowerPoint)
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