Associate Financial Advisor

Location
Plainview, New York
Salary
Up to $66,000 per year + bonus and benefits
Posted
May 03, 2021
Closes
Jun 02, 2021
Employment Type
Full Time
Level
Entry Level
Experience Level
None
CFP® Certification
Pursuing

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).

Apply for Associate Financial Advisor

Already uploaded your resume? Sign in to apply instantly

Apply

Upload from your computer

Or import from cloud storage

Your Resume must be a .doc, .pdf, .docx, .rtf, and no bigger than 1Mb


4000 characters left

When you apply for a job we will send your application to the named recruiter, who may contact you. By applying for a job listed on CFP Board Career Center you agree to our terms and conditions and privacy policy. You should never be required to provide bank account details. If you are, please email us.

Similar jobs

Similar jobs