Associate Financial Advisor

Location
Reston, Virginia
Salary
Salary commensurate with experience
Posted
Jul 12, 2021
Closes
Sep 10, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification
Required

Global Advisor Group provides financial planning and wealth management services to clients in all 50 states and over 100 countries across the globe. Our team members apply their extensive client service experience and deep knowledge of investment management to meet the complex financial planning needs of expatriate Americans and foreign nationals with integrity, objectivity, and perspective. We recognize that our team members are our strength, and the diverse talents they bring to our workforce are directly linked to the firm’s success. We are seeking an Associate Financial Advisor to help us deliver exceptional results and join our team!

Position Summary

As an Associate Financial Advisor, you will use specialized knowledge and skills obtained through experience, specialized training, and certification to serve in a senior support role to the Branch Owner to deliver comprehensive financial planning services to a select group of the client base. 

Knowledge/Requirements

  • Minimum 4-year college degree
  • CERTIFIED FINANCIAL PLANNER candidate or practitioner required
  • SIE exam, Series 7 & Series 63/65 or Series 66 licenses preferred or willingness to obtain within first 6 months
  • Proficient knowledge of financial planning concepts and software
  • Proficiency in Microsoft Office Suite
  • Clean FBI background check and credit check
    • Demonstrated willingness to go “above and beyond” for outstanding customer service
    • Polished, friendly, professional demeanor
  • Ability to work under pressure to meet very short deadlines
  • Ability to prioritize, track and manage multiple tasks and projects simultaneously
  • Ability to be flexible in navigating changing deadlines and priorities with skill and grace
  • Ability to work quickly and accurately with client account and application forms
  • Ability to work with minimal supervision, to resolve issues independently to attain desired results
  • Ability to collaborate well with managers, administrators, team members, home office staff, and clients to accomplish goals.
  • Unquestionable ethics
  • Regular and timely attendance is required

 

Job Duties and Responsibilities

  • Works closely with Branch Owner to assume direct responsibility for many aspects of managing client relationships
  • Effectively communicates financial planning concepts and market conditions to clients
  • Works closely with clients to help develop deep and enduring relationships
  • Prepares for and conducts client portfolio reviews
  • Knowledgeable in solutions and services specific to the client base
  • Is aware of and adheres to industry compliance requirements and firm and branch policies
  • Seeks opportunities to expand financial planning services offered to clients
  • Seeks opportunities to grow and consolidate client assets
  • Seeks opportunities to generate referral business from client’s friends and family
  • May attend client events-occasional evenings and weekends
  • Performs Administrative duties when needed to support the client relationship

www.globaladvisorgroup.com

 

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