Jobs

    Associate Financial Advisor - Greensboro, United States - Davenport

    Davenport
    Davenport Greensboro, United States

    1 day ago

    Default job background
    Description

    JOIN OUR TEAM AS AN ASSOCIATE FINANCIAL ADVISOR

    Location:

    Join a dynamic financial services team in Greensboro, NC.



    ABOUT THE POSITION
    Are you a dedicated and business-savvy professional looking to be part of the Greensboro Retail Sales team at Davenport? This full-time role plays a crucial part in supporting Financial Advisors and building strong client relationships.

    KEY RESPONSIBILITIES
    • Develop and implement effective business strategies to attract and retain clients
    • Listen to clients' financial needs, goals, and risk profiles to provide tailored solutions
    • Recommend and execute personalized investment strategies
    • Monitor and adjust client portfolios based on market trends and life events
    • Stay updated on various investment products and regulations
    • Ensure compliance with legal guidelines at all times

    REQUIRED QUALIFICATIONS
    • College Degree or relevant industry experience
    • Minimum of 3 years in the industry
    • Series 7 and 66 licenses preferred
    • Strong attention to detail and organizational skills
    • Excellent communication and customer service abilities
    • Proficiency in Microsoft Office suite
    • Ability to grasp new software for client data management
    • Firm understanding of industry rules and regulations
    • Professional and goal-oriented mindset

    SALARY & BENEFITS

    Enjoy competitive pay and a comprehensive benefits package that includes a variety of insurance options, retirement plans, and wellness programs. We also promote a positive work environment with volunteering opportunities.


    DIVERSITY AND INCLUSION

    Davenport & Company LLC is committed to providing equal employment opportunities to all employees and applicants, regardless of race, gender, age, or other protected characteristics. Join us in a diverse and inclusive workplace.


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