Associate Financial Advisor

Location
Manchester Center, Vermont
Posted
Jun 20, 2019
Closes
Jul 20, 2019
Job Role
Wealth Advisor
Employment Type
Full Time
Level
Entry Level

We are looking to hire a financial advisor or tax professional to join our team.  This is an entry-level opportunity for long term success in the financial services sector.  Candidate must have a bachelor’s degree and a strong interest in personal finance, taxes, investment strategies, financial planning, and portfolio management.

Responsibilities and Duties:

  • Assess the client’s overall financial picture, understand their needs and develop a solid financial plan
  • Build and maintain long-term client relationships
  • Prepare and interpret financial document summaries, investment performance reports, and income projections
  • Compile and review tax returns
  • Manage and update client portfolios
  • Comply with all industry rules and regulations

Requirements:

  • Bachelor's degree in finance, accounting, or related field
  • Experience with portfolio management and financial planning software
  • Excellent verbal and written communication skills

Preferred: 

  • Designations: CFP®, CPA/PFS, CFA® 
  • FINRA Series 63 and 65 licenses - required to be obtained within 8 months of employment.