TFS Financial Advisor Associate
On-siteHattiesburg, Mississippi, United States
Job Summary
Conduct client service and support for an experienced Financial Advisor by entering trades, opening new accounts, and maintaining existing client accounts. Prepare presentations for client meetings and research data to inform investment strategies. Practice business development strategies under mentorship to prepare for a future role as a Financial Advisor. Ensure FINRA compliance branch system maintenance while staying informed on market trends and regulatory changes. Requires minimum one year of investment services experience and relevant licenses. Full-time role based in the local market with competitive compensation and benefits.
Required Qualifications
- Minimum one year of experience in investment services or wealth management
- SIE, Series 7, 63 and or 65/66
- Resident Life Insurance license, or ability to obtain within 6 months of hire
- Knowledge of basic Banking/Financial industry practices
- Ability to apply analytical skills
- Must be a self-starter with the ability to promote and sell investment products and services
- Excellent interpersonal communication and relationship building skills
- Ability to work independently as a self-starter as well as within a team framework
- Effective oral and written communication skills
- Ability to manage multiple assignments simultaneously
- Strong organizational skills
Desired Qualifications
- Four-year college degree in a business-related field preferably Finance
- Proficiency in Microsoft Office Suite
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