As a member of our team, an Associate Advisor will be involved in:
Meeting with our current clients to build strong relationships and understand their specific planning needs
Servicing and growing an existing book of business
Preparing and delivering financial plans and investment recommendations
Assisting with marketing – developing niche marketing opportunities, participating in the planning of client events, seminars and workshops, writing newsletter articles
Preparing paperwork and gaining a solid understanding of the products we use
Collaborate with a team to drive the business forward
Mentoring from a Senior Wealth Management Consultant with over 10 years of experience with our firm.
The Associate Advisor will also benefit by working in a holistic, primarily fee based, firm with a great reputation; one that puts its clients’ needs first and follows a strong fiduciary standard. The Associate Advisor will receive full support through ongoing mentorship and a team approach. Our team structure and friendly, supportive culture has resulted in longevity among our team members, most have been here over 10 years.
Excellent communication, presentation, and financial skills. Ability to communicate complex ideas in a simple fashion. Ability to manage and grow an existing book of business. Previous experience in the financial industry a plus. Series 7 and 66 licenses. CFP Certificant preferred. For a CFP applicant ready to sit for the CFP exam, we will provide work time to study for the exam and also time to study to obtain the Series 7 and 66 licenses, if needed.
Additional Salary Information: Depending on experience and certifications. Excellent benefits including but not limited to: Full heath benefits, 401(k), and PTO.
Smedley Financial Services is a premier financial advising firm in Salt Lake City. The company started in 1982 and is a registered investment advisory firm. Over the years we have developed a great reputation as a holistic financial planning and investment management firm both within the community we serve and among advisors nationwide.