What are the responsibilities and job description for the Associate Financial Advisor position at Walrath Recruiting, Inc.?
Salary: $65,000 - $75,000
Job Title: Associate Financial Advisor
Job #: 5649
Location: Saratoga Springs, NY
Category: Financial Services
Position Type: Full-time, Permanent
Description:
Our client is currently seeking an Associate Financial Advisor to join their team. This is a full-time, permanent position.
Responsibilities Include:
- Provide financial & investment advisement to clients.
- Build and maintain client and business relationships through occasional meetings.
- Ensure branch growth through collaboration with the branch team and FA.
- Ensure meaningful contributions to their business plan.
- Develop a deep understanding of client needs and concerns, ensuring alignment of goals.
- Work in collaboration with client's financial and legal team.
Qualifications:
- Series 7 and 66/63 are required.
- FINRA license and state insurance is required.
- A high school diploma or equivalent is required; bachelor's degree is preferred.
- 3-5 years of working in financial service securities is preferred.
- Excellent written and verbal communication skills.
Hours & Benefits:
- M -F 8-5
- Flexible work arrangements
- In-Person
- PTO
- Health, Dental, & Vision
- 401K
Salary : $65,000 - $75,000