- Wilmington, Delaware, United States
- Full-time · Associate
- $77K–$127K per year
- 1–3 years
The Associate Financial Advisor partners with Advisors and Senior Advisors to deliver comprehensive financial planning and investment solutions to mass affluent clients with assets under $2 million. This role serves as a pathway to a Financial Advisor role.
Compensation
Salary Range: $77,390.00 - $127,139.75
Responsibilities
- Conduct client discovery meetings, from branch referrals, to identify investment, retirement and planning needs.
- Actively engage with branch staff to build trust, help identify opportunities, and encourage referrals.
- Support the delivery of proposals for investment recommendations and annuities.
- Periodically communicate with clients to regularly review goals and objectives and reaffirm the appropriateness of the current financial plan as detailed on the IPS.
- Track and follow up on referrals to ensure timely client contact.
Requirements
- Bachelor’s degree in business administration
- Finance
- Economics
- business-related major
- Nice to have: CFP certification