Join a fast growing and dynamic company in Sowell Management! Our retail division is looking for an Associate Financial Advisor, someone who can support the team by coordinating client reviews, reviewing investment strategies, performing risk assessments for clients, helping to identify insurance and annuity opportunities, and, eventually, directly serving a set of clients on their own.
We are looking for folks who meet our company's core values, and the following:
Duties and responsibilities
Coordinate and prepare for client review meetings
Manage the Riskalyze software and ensure each client’s portfolio is being managed towards their risk score
Coordinate providing insurance and annuity solutions to SFA clients
Proactively contact clients through out the year to check in
Facilitate rollovers and additional new business from existing clients
Deep "follow through" traits
Additional Salary Information: Salary dependent upon experience, and incentive plan available
About Sowell Management
Founded in 2001, Sowell Management is a privately held, independent registered investment advisory firm offering a broad array of investment strategies as well as turn-key back office service solutions to financial advisors.