Associate Financial Advisor

Plainview, New York
Up to $66,000 per year + bonus and benefits
May 03, 2021
Jun 02, 2021
Employment Type
Full Time
Entry Level
Experience Level
CFP® Certification

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: ReliabilityTransparency, 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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