What are the responsibilities and job description for the Associate Advisor position at Weinberg Financial Group?
Salary Range: $45K - $58K/year Bonus Potential
Associate Advisor(Pay Range: $45K - $58K/year)
Annual Bonus opportunity - up to 5% of base pay
Weinberg Financial Group seeks an Associate Advisor for its Jamestown or Amherst, NY office. The Associate Advisor provides client onboarding support.
Responsibilities
1. Prepare financial plans with supervision from a senior advisor
2. Attend client review meetings as an observer/note-taker
3. Assist with daily management of some client accounts
4. Assemble client reports for annual investment review meetings
Education and Requirements:
A Bachelor’s Degree in Business, Finance or other relevant coursework is required, along with:
- Series 65 or 66 License
- Series 7 License (General Securities Representative Exam)
- NY State Life Insurance License
- Strong analytical skills with attention to detail and organization
- Ability to interact effectively with co-workers, clients and management
Skills/Competencies
The following skills are preferred:
- 2 years’ experience in the financial industry
- Intermediate level Excel skills
- Working knowledge of the Redtail CRM system
If you want that perfect opportunity with a Company that values both client relations and employee engagement, please send a cover letter and resumé to:
Rich Koerner, HR Consultant via the Quick
Salary : $45,000 - $58,000