What are the responsibilities and job description for the Associate Financial Advisor position at Evolution Financial Group?
Company Description Evolution Financial Group is a forward-thinking financial services firm focused on helping clients build wealth across generations and supporting advisors in elevating their practices. The firm is committed to building trust and long-term relationships by providing sound strategies and prudent advice to families and businesses. Evolution Financial Group offers insurance products and services, estate planning strategies, and retirement planning solutions, guiding clients through every stage of their financial journey. Securities and investment advisory services are offered through Equity Services, Inc. (ESI), a broker/dealer affiliate of National Life Insurance Company, while Evolution Financial Group remains independent of ESI.
Role Description This is a full-time Associate Financial Advisor role in a hybrid work arrangement based in Media, PA, with some work-from-home flexibility. The Associate Financial Advisor will support senior advisors in developing and implementing financial plans, analyzing client financial information, and preparing recommendations for investments, insurance, and retirement strategies. Day-to-day responsibilities include meeting with clients, gathering and updating financial data, preparing presentations and proposals, and assisting with ongoing portfolio reviews and service requests. The role also involves maintaining accurate documentation, ensuring compliance with regulatory requirements, and contributing to client outreach, education, and relationship management. The Associate Financial Advisor will collaborate with internal teams and external partners to deliver consistent, high-quality service.
Qualifications
Role Description This is a full-time Associate Financial Advisor role in a hybrid work arrangement based in Media, PA, with some work-from-home flexibility. The Associate Financial Advisor will support senior advisors in developing and implementing financial plans, analyzing client financial information, and preparing recommendations for investments, insurance, and retirement strategies. Day-to-day responsibilities include meeting with clients, gathering and updating financial data, preparing presentations and proposals, and assisting with ongoing portfolio reviews and service requests. The role also involves maintaining accurate documentation, ensuring compliance with regulatory requirements, and contributing to client outreach, education, and relationship management. The Associate Financial Advisor will collaborate with internal teams and external partners to deliver consistent, high-quality service.
Qualifications
- Strong skills and knowledge in Financial Planning and Financial Advisory to support client strategy development and implementation.
- Solid understanding of Finance and Investments, including basic portfolio concepts and risk management.
- Experience or demonstrated interest in Retirement Planning, including assessment of retirement needs and appropriate solutions.
- Excellent communication, interpersonal, and client relationship skills, with the ability to explain complex concepts clearly.
- High level of integrity, professionalism, and attention to detail, with commitment to regulatory and ethical standards.
- Bachelor’s degree in Finance, Economics, Business, or a related field preferred; progress toward CFP®, Series 7/66, or similar credentials is a plus.
- Comfort working in a hybrid environment, managing time effectively across in-office and remote work.