Associate Financial Advisor

Greenbelt, Maryland
Nov 16, 2020
Dec 16, 2020
Employment Type
Full Time

Preal Haley & Associates, a private wealth advisory franchise with Ameriprise Financial Services, LLC. We are a fast-paced financial planning firm is growing our team to keep up with demand for our comprehensive financial planning services.  

Position – Associate Financial Advisor- Greenbelt, MD and or Virtual

This role provides comprehensive financial planning services by providing a referable  client experience through financial advice that focus on wealth strategies and risk mitigation for new and existing clients. Applicants should be self-motivated and true team players. Competitive compensation with bonus.

Position functions:

Develop and implement annual marketing plan to meet client acquisition goals

Contact clients and prospects to set up meetings or appointments

Service and Identify clients to engage in planning relationships

Prepare planning discussions and deliverables for client meetings

Perform case analysis and develop recommendations

Conduct and participate in client meetings to deliver recommendations and advice

Assess the client’s risk tolerance, goals and time frame

Recommend portfolio and product solutions to assist clients in reaching their goals.

Conduct transactions and execute trades to align with portfolios on behalf of clients

Set up and maintain files, records and client management system

Ongoing communication with clients including email, phone calls and letters

Education and other designations:

College degree or higher

2+ years of related experience

Have or be able to obtain licenses and registrations for securities, including: Series 7, Series 66, and State life, accident and health insurance licenses

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