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RFG Advisory · 6 days ago

Financial Advisor Associate

Destin, FL

Full-time

Onsite

Entry, Mid Level

$80K/yr - $100K/yr

3+ years exp

RFG Advisory is partnering with BayView Private Wealth to find a motivated Financial Advisor Associate. This role involves supporting a Senior Advisor in servicing an existing book of business while developing skills for future advancement in financial planning.

AdviceConsultingFinancial Services

Responsibilities

Assist the Senior Advisor in servicing the existing book of business, including attending client meetings, portfolio reviews, and financial planning sessions

Develop retention strategies and new business through relationship building with clients and next generation

Support financial planning efforts using tools such as MoneyGuidePro and other fintech platforms

Maintain accurate and up-to-date client records in Salesforce and manage client and portfolio data in Orion

Assist in the onboarding of client assets including investment analysis, disclosure creation, and assistance with client rollovers and transfers

Collaborate with Schwab for account management and client service needs

Participate in client meetings, taking notes and following up on action items

Assist in the development of comprehensive financial planning strategies to include tax, estate, and risk management solutions

Provide clients with timely and accurate information and guidance regarding their financial plans and investment portfolios

Continuously enhance knowledge and skills through professional development and training

Assist the Senior Advisor in portfolio management with day-to-day trading using various trading platforms

Perform various research functions into investments, insurance, tax, and estate law changes

Qualification

Series 65 licenseFinancial planning experienceProficiency with MoneyGuideProSalesforceOrionSchwabCFP designationAnalytical skillsCommunication skillsInterpersonal skillsOrganizational skillsAttention to detail