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Associate Financial Advisor
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Associate Financial Advisor - Hartford, United States - FIG Talent Solutions
Description
JOIN OUR TEAM TODAY
One of our top Financial Advisors has an Associate Advisor position available in their Hartford, CT office.
YOUR ROLE:
The Associate Advisors primary focus is to free the lead advisor to focus on new business and maintaining only the most complete and highest value client relationships. The Associate Advisor will conduct financial analyses and make customized investment recommendations for less complex clients with the guidance of the Lead Advisor. The Associate Advisor is fully accountable for contacting prospects to set appointments, maintaining files and records, handling day to day client management, advice delivery for the clients, and retention. Key duties for this role including deepening relationships with clients, meeting with prospects/clients typically transitions from Lead Advisor, portfolio risk analysis, and providing investment recommendations based on research.
JOB RESPONSIBILITIES:
Daily:
Data gathering using fact finder
Receive incoming prospect and client calls in a friendly, warm manner
Conduct client meetings to present recommendations/deliver advice
Answer questions from client as it pertains to their account
Review and respond to emails as necessary
Weekly:
Prepare for client meetings (applications/analysis)
Perform case analysis and develop recommendations
Communicate with team members on client documentation, prep, and process
Participate in meetings
Monthly:
Review work methods and procedures for possible improvements and efficiencies
Review database to ensure client records are up to date
Maintain strong compliance documentation
Quarterly:
Portfolio analysis and monitoring
Gather account values and complete client review summary for upcoming appointments
Assist with client update reports
As Needed:
Write notes or letters to clients
Respond to advice related client calls
Maintain current licenses and appointments with agencies and companies
Investment research for new products and provide summary to Advisor
Assign and delegate work and provide feedback, when appropriate, to support team
WHY YOU ARE THE RIGHT PERSON:
Series 65
Knowledge of key financial, investment, and risk management concepts
Ability to market local clients transitioned from Lead Advisor
Effective communication and persuasive ability
Highly organized with strong follow through
Process driven while completing tasks
Ability to prioritize day to day tasks and issues
Resourceful in problem resolution
Phenomenal phone skills and ability to build trust with clients
Operate with a proactive approach when dealing with Advisor and clients
Experience working in fast paced environment
Demonstrate persistence to achieve quality
