Associate Financial Advisor
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.
- 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