Associate Financial Advisor
- Employer
- Rockline Wealth Management
- Location
- Plainview, New York
- Salary
- Up to $66,000 per year + bonus and benefits
- Closing date
- Jun 2, 2021
View more
- Job Role
- Financial Advisor
- Employment Type
- Full Time
- Level
- Entry Level
- Experience Level
- None
- CFP® Certification
- Pursuing
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Our Firm: Rockline Wealth Management is a full-service financial life planning firm with a focus on putting our clients' interests before our own. The main pillars of our firm and our culture are: Reliability, Transparency, and Simplicity.
The Position: As an Associate Financial Advisor at Rockline Wealth Management, you will be responsible for:
- Supporting our team in an administrative and operational capacity.
- Begin building and nurturing potential client relationships.
- Contribute to providing unparalleled client experience.
- Maintaining a positive attitude and willingness to adapt to a rapidly changing environment.
Required Skills:
- Coachable; ability to view feedback as an opportunity for professional growth.
- Highly developed interpersonal and communication skills.
- Knowledge of key financial investment and risk management concepts.
- Ability to handle detailed-orientated work with precision.
- Excellent computer skills (Word, Excel, PowerPoint, Internet research).
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