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Associate Advisor in Financial Planning Firm

Employer
Ciccarelli Advisory Services, Inc
Location
Naples, Florida
Salary
From $60,000
Closing date
Jun 30, 2023

View more

Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing

Develop your career with us!

Growth. Opportunity. Mentoring. Many promise, few deliver. Ciccarelli Advisory Services Inc. has created a program to assist you in growing to your fullest career potential. Whether you have a year or two experience in this industry or several years, we have a path for you. No formal training classes, no cold-calling, no goals that are almost impossible to reach. Instead, we believe in mentoring and training with a unique, hands-on, day-to-day, jump-right-in-and-learn approach. Why do we do this? Because it works. We have been financial planners for 40 years so we know a few things about growing a practice. It’s simple…when you succeed, we succeed. We want you to succeed; we want to share our knowledge and wisdom; we want someone like you on our team. Our founding advisors have over 200+ years of experience. That knowledge and experience doesn’t come from a book or a class, it comes from building client relationships one at a time. Grow with us and learn our unique approach alongside our leaders and mentors. Our approach works; we are honored to be advising our fourth generation of clients because we know that investment values matter, but family matters more.

Here's where you may make a difference:

  • You understand and support the Firm's mission, vision, and strategy
  • You have or will obtain your CFP designation
  • You focus on communicating with clients and responding to their needs
  • You support team members
  • You develop relationship management and leadership skills
  • You draft and deliver financial plans for review, and implement those plans under the guidance of lead advisors
  • You are a point of contact for clients and assist them with service; you are often take the lead in responding to client questions
  • You may work with our other team members on providing excellent service to clients, and may lead follow-up from client meetings teams
  • You may support our lead advisors/partners/principals by creating presentations and materials for business development meetings

Here’s what you can expect:

  • Outstanding team members dedicated to supporting you through your journey
  • Guidance from all team members: Management, Advisors, and Staff
  • Career growth, either within your role or towards an advisor role
  • Benefits package including medical insurance options and 401(k)/Profit-Sharing
  • Base salary with bonus potential

Qualifications:

  • Bachelor’s degree, preferably in related field
  • Series 7, 65/66
  • CFP® designation or commitment to obtain for certain positions
  • At least 1 year of industry experience
  • Self-motivated and disciplined
  • Professional, confident and engaging presence
  • A commitment to clients and our team, always putting the client first

What are you waiting for? Apply today!

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