Our client, a leading financial advisory firm dedicated to providing tailored financial solutions to first responders, is seeking a Jr.

Advisor to join their team. This role offers the opportunity to support and empower clients in achieving their long-term financial goals while navigating their unique financial circumstances.

Key Responsibilities

• Client Relationship Support : Assist in building and maintaining strong relationships with first responder clients, offering support and guidance in their financial journey.
• Portfolio Assistance : Aid in monitoring and managing client investment portfolios to ensure they align with financial objectives and risk tolerance.
• Financial Planning Support : Collaborate with clients and senior advisors to develop comprehensive financial plans tailored to individual goals and needs.
• Communication Assistance : Support proactive communication efforts by helping to keep clients informed of relevant financial news and updates.
• Client Advocacy : Assist in addressing client concerns or questions regarding their financial plans or investment strategies, advocating for their interests.
• Compliance Support : Ensure adherence to regulatory requirements and internal compliance policies in all client interactions and recommendations.
• Learning and Development : Engage in continuous learning to stay informed about industry trends and best practices in wealth management.

Qualifications

• Bachelor's degree in Finance, Business Administration, or related field.
• Series 65 license required.
• Strong interest in pursuing CFP, CFA, or equivalent certification.
• Entry-level experience in wealth management or financial advisory role preferred.
• Basic understanding of investment products, financial markets, and wealth management principles.
• Excellent communication and interpersonal skills.
• Ability to prioritize tasks and thrive in a fast-paced, dynamic environment.
• Dedication to serving the unique needs and interests of first responder clients with integrity and professionalism.

Compensation

• $65,000-75,000 base salary with bonus opportunity

Last updated : 2024-04-29