Associate Advisor - Hunt Valley, United States - Marshall Financial Group

Description

Job Summary:

This Associate Financial Advisor is responsible for and serves as a point of contact for his/her assigned client relationships, working in a team environment.

This position demonstrates a broad base of knowledge across all functions of financial planning, including cash flows, investments, insurance, tax management, retirement analysis and estate planning.

This Associate Financial Advisor is responsible for supporting and managing client relationships and is very comfortable interacting with clients.


Duties:

• Contact and meet with assigned clients as part of a systematic process to discuss goals and changes in life circumstances and use findings to drive financial and investment recommendations
• Identify new assets within existing book of business as well as new opportunities
• Develop and present investment advice appropriate to individual client situations and in line with the firm's policies and practices
• Become a primary contact for clients' financial questions, operational requests and trading
• Prepare client reports and financial plans for new and existing clients
• Review client investments to ensure proper allocation and administer trading and re-balancing strategies as needed
• Handle para-planning tasks including data analysis, client reports, and financial plans for new and existing clients
• Advise clients on financial issues other than investments which may include home purchases, mortgages, life insurance, disability insurance, college planning, tax planning, estate planning,
• Contribute in managing existing client portfolios regarding account changes, investment transactions, scheduling, reports, and other account administration
• Bring complex problems or concerns to Partners
• Work with team to onboard clients of a newly acquired firm
• Help set up and document processes and procedures for the firm
• Present 401k plan participant group education sessions
• Utilize CRM to maintain business relationships and sales pipeline
• Participate in MFG Task Groups or Project Teams as directed
• Attend compliance and continuing education training sessions as required by regulatory agencies and MFG and meet compliance standards in all tasks and projects
• Comply with company policies, procedures and regulations
• Perform other related duties

Experience:

• Bachelor's degree in Finance, Accounting, or related field
• Previous experience in financial services or related industries
• Strong understanding of financial principles and practices
• Excellent analytical and problemsolving skills
• Ability to work collaboratively in a team environment
• Preferred Series 66 licensing
• Preferred knowledge of Salesforce, Orion, Y Charts, Hidden Levers, emoney, amongst other platforms.

Salary Range is dependent upon qualifications and licensing

Pay:
$50, $100,000.00 per year


Benefits:

• 401(k)
• 401(k)

matching

• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Vision insurance

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• Inperson
• Office

Work Location:
In person