The Associate Financial Advisor works in direct partnership with the Director of Financial Services within the CPA firm. Partnering with the Director will include maintaining and growing the existing wealth management services entity. The Associate must maintain active communication with current clients as well as prospects and must attend 1st Global education sessions to ensure top competencies in all areas. This role is not intended to be solely a sales role, but will also include managing administrative components within the CPA firm.
Series 7-66 and state insurance license
3-5 years of financial services experience
4-6 years of client facing discovery and sales
Superior communication and closing skills
Ability to work in a team environment
$40K minimum per year for the last 2 years in financial services commissionable income
1st Global is the largest independently owned wealth management partner for accounting and legal firms. More than 400 of these select firms rely on our expertise and resources to meet their clients’ wealth management needs. They also count on our business development tools and consulting services to ensure their success. We provide support, technologies and education to help advisors in every face...t of business, from operations and administration to sales and marketing. With 1st Global in your corner, your clients’ potential to build wealth, and your ability to manage it, are the same: exceptional.