This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as financial, estate, and retirement planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients.
Duties and responsibilities include overseeing client planning, implementation, and service details; conducting investment reviews; responding to service issues; maintaining client and practice management data; independently serving and growing existing investment clients; and performing other related duties as assigned by management.
Qualifications include a bachelor's degree from a four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience. Certificates, licenses, and registrations required include FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP). Computer skills required include spreadsheet software (Excel); order processing systems; word processing software (Word); electronic mail software (Outlook); presentation software (PowerPoint); and CRM software.
Associate Advisor • Cleveland, OH, United States
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