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    Associate Financial Advisor - Baltimore, United States - Hergenroeder Financial Advisors Inc

    Hergenroeder Financial Advisors Inc
    Hergenroeder Financial Advisors Inc Baltimore, United States

    2 weeks ago

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    Description
    Job Description

    Job Description


    We are seeking an Associate Financial Advisor to join our team Experience the difference at an independent financial advisory firm.

    You must be willing to come into the socially distant office. Client meetings held in-person and virtually at this time.


    Responsibilities:
    Support independent, highly successful financial advisors in most aspects of the business
    Execute trades in client accounts (Series 7 license preferred OR comparable experience at RIA firm)
    Assist advisors in reviewing firm investments on a regular basis and provide analysis
    Utilize Morningstar to assemble portfolios and perform research
    Prepare Excel reports from LPL Financial client management system to analyze data and create efficiencies
    Perform operational duties such as establishing accounts, paperwork for new and existing clients, account transfers, money requests, ACH set up
    Become proficient with LPL Financial account management system
    Maintain Redtail CRM for client management
    Utilize eMoney financial planning program and prepare financial plans
    Prepare and review reports for client meetings
    Speak with clients as needed
    Participate in compliance duties of the firm
    Other duties to support advisors as needed
    Some potential for advancement in the firm
    Opportunity for bonus compensation in addition to stated pay range
    Disability insurance also provided
    Employer contributions to Health Savings Account


    Qualifications:
    Previous experience in financial services, banking, or other related fields
    Finance, business, financial planning or other related degrees or concentrations preferred
    Excellent organizational and time management skills
    Must be a team player
    People-oriented enjoys interacting with people
    Detail-oriented
    Strong computer skills (Word, Excel, CRM, and other industry programs)
    Strong analytical and critical thinking skills
    Excellent written and verbal communication skills
    Company Description Our professionals at Hergenroeder Financial Advisors, Inc. offer a "hands-on" approach to financial guidance.

    Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about working towards making your dreams a reality.

    Company Description

    Our professionals at Hergenroeder Financial Advisors, Inc. offer a "hands-on" approach to financial guidance.

    Not only will you find our team members knowledgeable, but you will also discover that our team truly cares about working towards making your dreams a reality.

    #J-18808-Ljbffr
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