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Guided Financial Advisors · 3 days ago

Associate Financial Advisor

St. Petersburg, FL

Full-time

Onsite

Entry, Mid Level

5+ years exp

Guided Financial Advisors is an independent financial planning and wealth management firm. They are seeking an Associate Financial Advisor to assist in managing marketing efforts, building comprehensive financial plans, handling administrative tasks, and participating in client meetings.

Financial ServicesRetirementRisk ManagementTax PreparationWealth Management

No H1B

Responsibilities

Effectively conduct and manage marketing efforts to new and existing clients

Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients

Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasks

Observe and assist with new and existing client meetings throughout the business process while building client relationships

Qualification

FINRA Series 6Series 65Florida 2-142-15 licenseBachelor's degree in financeFinancial services experienceCustomer ServiceNetworkingActive ListeningTime ManagementOrganization SkillsProblem SolvingCommunicationPresentationInterpersonal Skills

Required

Bachelor's degree in finance / business related field or 5+ years experience in finance or business related field

Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license

General knowledge on investment products and services as well as current market conditions

Successful completion of background and assessment check

To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future