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State Licensed Associate Financial Advisor
A company is looking for an Associate Financial Advisor to assist in daily business operations and client relationship management. Key Responsibilities Develop and implement prospecting activities to meet client acquisition goals Prepare financial plans and conduct client meetings to present recommendations Manage business operations and ensure high-quality client care Required Qualifications College degree or higher 3+ years of experience in customer service/support and business processing CFP Designation preferred but not required Federal and state registrations for securities, including SIE, Series 7, Series 66, and state life, accident, and health insurance license
A company is looking for an Associate Financial Advisor to assist in daily business operations and client relationship management.
Key Responsibilities
Develop and implement prospecting activities to meet client acquisition goals
Prepare financial plans and conduct client meetings to present recommendations
Manage business operations and ensure high-quality client care
Required Qualifications
College degree or higher
3+ years of experience in customer service/support and business processing
CFP Designation preferred but not required
Federal and state registrations for securities, including SIE, Series 7, Series 66, and state life, accident, and health insurance license