A Financial Planning practice is immediately seeking an experienced Associate Financial Advisor (AFA). The AFA must work effectively with prospects, clients and staff to implement our mission and achieve production results.
Main tasks will include:
• Acquiring new clients
• Provide advice, service, case analysis and product implementation for new and existing clients
• Ensure that deliverables and documents for clients are consistent with client needs, complete, up to date and compliant
• Manage weekly schedule to achieve production goals
Required:
• Must hold series 7, 63, 65 and life/health insurance licenses
• Experience as Financial Advisor
• Must have produced $250,000 to $400,000 annual commission in previous position
• $10 million in Assets Under Management
• Clean compliance/regulatory record
• Excellent sales and service skills
• Excellent verbal and written communication skills
• Ability to set and meet tight deadlines, multi-task and prioritize
• Attention to detail and accuracy in work product
• Positive attitude, initiative and a sense of urgency
• Good computer and other technology skills
Preferred, not required:
• Proficient knowledge of investment products and services
• Degree in Business and / or Finance
• Professional designations
Background check and fingerprinting will be required. For consideration for the position, please send a cover letter and resume to: advisordan61@comcast.net
- Location: Vancouver, WA
- Compensation: Compensation is commission based on and commensurate with production results; 50% payout rate.
- Principals only. Recruiters, please don't contact this job poster.
- Please, no phone calls about this job!
- Please do not contact job poster about other services, products or commercial interests.