What are the responsibilities and job description for the Associate Financial Advisor position at Northeast Planning Associates?
Are you a Financial Advisor looking to expand your career by joining a well-established practice? We have an opportunity for a Financial Advisor to join a successful team with opportunities to become a successor and experience significant growth with the market(s) they service.
Initial Key Areas of Responsibility:
With a strong focus on sales and customer service, we are looking for a Financial Advisor that is a true “people person" who enjoys developing professional and mutually beneficial relationships with a wide variety of customers.
Responsibilities include:
- Involvement in all aspects of pre-client meeting activities such as preparation of meeting agendas, client paperwork, asset allocations, and post-client meeting tasks such as developing meeting notes, performing financial situation analyses, and coordinating planning implementation with outside professionals if necessary
- Interact with clients in-person and over the phone professionally and respectfully
- Prepares reports for client review meetings
- Accountable for client retention, handling day-to-day client management, and advice delivery for clients
Desired Skills and responsibilities:
- FINRA Series 7 & 66
- State Life & Health Insurance License
- 2 years of experience in the financial planning industry
- College degree preferred (but not required)
- Good problem solving and analytical skills
- Mature presence
- Strong verbal and written communication skills
- Capacity to work in a collaborative environment