Associate Financial Advisor
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.
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
Send resumes to: firstname.lastname@example.org