What are the responsibilities and job description for the Associate Financial Advisor position at Snyder and Associates, LLC?
Company Description
Snyder and Associates, LLC specializes in personal, business, and estate planning with a focus on goals-based financial planning using top industry resources. We serve the small business and wealth management markets, assisting high net worth/high income earners with tax mitigation, risk management, and legacy planning. Our team includes licensed agents offering insurance through New York Life Insurance Company and other independent providers. Additionally, we offer securities products and investment advisory services through NYLIFE Securities LLC and Eagle Strategies LLC, respectively. Located in Tuscaloosa, AL, we offer comprehensive financial services without providing tax, legal, or accounting advice.
Role Description
This is a full-time hybrid role for an Associate Financial Advisor, based in Tuscaloosa, AL with the flexibility to work from home on occasion. The Associate Financial Advisor will assist in financial planning and advisory, conduct investment research, develop retirement plans, and manage client portfolios. Daily tasks include preparing financial reports, meeting clients to assess their financial needs, and providing tailored strategies to help clients achieve their financial goals.
Qualifications
- Financial Planning, Retirement Planning, and Financial Advisory skills
- Strong background in Finance and Investments
- Bachelor's degree in Finance, Economics, or related field
- Exceptional analytical and problem-solving skills
- Excellent written and verbal communication skills
- Ability to work independently as well as in a team environment
- Series 7 and Series 66 or equivalent licenses preferred
- CFP (Certified Financial Planner) designation is a plus