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The Company:
For over 20 years, Financial Steward Associates (FSA) has utilized a team-based approach to address the financial needs of our clients by understanding their family dynamics and what their goals consist of. From building a nest egg to funding their child’s education, preparing for retirement, and using their assets to create a “play” check, our team is committed to supporting our clients in balancing of their finances and life.
As part of the FSA team, the Associate Advisor is responsible for helping fulfill our mission: Making a positive difference in the lives of our clients by helping them pursue financial peace of mind. FSA exists to help our clients develop a plan to help them reach their goals and give them peace of mind along the way. The Financial Planner/Advisor provides an integral service by advising clients on financial decisions.
The Position:
The purpose of the Associate Advisor is to work with the Lead Advisor to guide and advise clients on the many financial decisions facing them. The Advisor Team will support clients in forming and defining goals, creating a plan tailored to the client’s specific needs, and advising on investment options and financial matters, to help our clients meet their financial goals. As a Financial Planning firm, we provide advice and recommendations using a financial planning lens.
We work as a team toward a common goal: taking care of our clients and supporting them in their financial decisions. While we may advise clients individually and work independently to implement the client’s game plan, we all use similar philosophies and strategies.
Responsibilities:
Qualifications
Salary Benefits:
Job Type: Full-time
Pay: From $85,000.00 per year
Benefits:
Compensation package:
Work setting:
Experience:
Work Location: In person
Full Time
$49k-62k (estimate)
04/14/2024
08/10/2024
financialstewardassociates.com
<25
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