Associate Advisor

Associate Advisor

We are seeking a motivated Certified Financial Planner (CFP) to join our team as an Associate Advisor.

About Us:

Based out of Edmond OK, at Axis Financial Group, we specialize in providing customized wealth management solutions tailored to our clients' unique financial goals. With a dedicated team of experienced advisors, we are committed to delivering personalized service and comprehensive financial strategies that help our clients navigate their financial journeys with confidence and clarity.

This role is pivotal in supporting our advisory team with research, analysis, and administrative tasks to ensure our clients receive top-notch service. This position may or may not involve direct client interaction but is crucial in maintaining the high standards of service that Axis Financial Group is known for.

Duties Include:

• Develop comprehensive financial plans for clients, including retirement planning, estate planning, tax planning, and risk management strategies.
• Provide detailed reports and insights to support senior advisor in developing client strategies.
• Reviewing clients’ plans annually to ensure they keep on track to meet goals and objectives.
• Leverage financial planning software and tools to enhance productivity and accuracy in analyses and reporting.
• Manage and maintain client documentation, ensuring all records are accurate, up-to-date, and compliant with regulatory requirements.
• Conduct thorough research on financial products, market trends, and investment opportunities
• Supporting the team as needed with the company’s entire client base.

Qualifications:

• Certified Financial Planner (CFP) designation is required.
• Bachelor’s degree. Minimum of 1 year of experience in the financial industry.
• Health and Life license, or ability to obtain one within a short time frame, is required.
• Satisfactory background check and a clean compliance record

Qualifications:

• A team player who isn’t afraid of any assignment, no matter how large or how small.
• Open-minded and willing to consider new or different products that might best meet our clients’ needs.
• Quick learner of new technologies.
• Warm and professional demeanor.
• Excellent organizational and follow-through skills.
• Ability to anticipate and solve problems.
• Strong analytical and research skills with the ability to interpret complex financial data.
• Excellent organizational skills and attention to detail.
• Ability to work independently and as part of a team.
• Commitment to continuous learning and professional development.

What we offer:

• Competitive Salary
• Opportunities for continuous learning and professional growth through training and certifications.
• Professional training and mentoring.
• Flexible work arrangements to help you maintain a healthy work-life balance.
• A collaborative and inclusive workplace culture that values diversity and teamwork.
• The opportunity to utilize every talent you have.