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    Associate Financial Advisor - Cary, United States - Group Management Services

    Group Management Services
    Group Management Services Cary, United States

    3 weeks ago

    Default job background
    Accounting / Finance
    Description
    Stonegate Financial is seeking a Full-time Associate Advisor to join our team in Cary, NC. In this role, you'll assist the advisor team with pre-meeting and post-meeting financial planning activities and documentation. A substantial portion of time will also be spent leading client relationships and conducting client meetings with the opportunity for continued growth in this capacity over time.

    At Stonegate Financial, we take pride in being team players, being hungry to learn and achieve, committing to excellence, acting with integrity, showing love and care, and enriching the lives of our clients by stewarding the use of valuable resources. If you are ready to embark on a journey with a great team, and have the experience we are looking for, please submit a current resume today to be considered for this role

    Perks of working as anAssociate Advisor:

    Base Pay: $70,000-$80,000 depending on experience.

    Benefits: Employee benefits include three weeks accrued PTO plus 12 paid holidays, 401(k) plan with match, profit sharing, performance-based bonus program, medical insurance, and other comprehensive benefit options.

    Schedule: Monday through Friday 9AM - 5PM with occasional special events outside of these hours. This role is an in-office position.

    Typical day in the life as an Associate Advisor:
    • Provide superior customer service for clients and ensure that all requests are handled in a timely and accurate manner.
    • Assist advisor team with client pre-meeting and post-meeting activities.
    • Support Lead Advisors in servicing high net worth and planning heavy clients.
    • Independently meet with certain clients to conduct annual financial plan reviews.
    • Work directly with clients on foundational financial planning and investment management concepts.
    • Maintain client data in our Client Relationship Manager system (Redtail).
    • Maintain our documentation system for compliance purposes.
    • Meet weekly with team members to ensure timely completion of services & tasks.
    • Execute occasional trades to support distribution requests and invest deposits in-line with model portfolios.
    • Assist Lead Advisors in account trading and rebalancing.
    • Act as a backup to receive incoming calls.
    • Be open to assisting with various special projects and events.
    • Seek ongoing personal and professional growth and development.
    • Seek opportunities to improve our systems and service offerings.
    What are we looking for?
    • Bachelor's Degree or higher
    • SIE, Series 7, Series 66 licensing.
    • Two years or more of experience in the financial services industry.
    • Redtail experience a plus
    • Past experience with financial planning software, eMoney experience preferred.
    • Personally excited to help carry out Stonegate's core focus to enrich lives by stewarding the use of valuable resources.
    • Comfortable with dogs in the office.
    For additional information you can visit our website at
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