Keystone Agency Partners · 2 days ago
Associate Financial Advisor
Strongsville, OH
Full-time
Hybrid
Entry Level
2+ years expDuncan Financial Group, headquartered in Irwin, Pennsylvania, is dedicated to helping clients build and protect their financial futures. The Associate Financial Advisor role involves participating in a structured training program while supporting senior advisors in financial planning, investment analysis, and client servicing, ultimately developing a personal book of business.
ConsultingInsurance
Responsibilities
Support senior advisors throughout the sales and advice delivery process
Develop and recommend portfolio and product solutions aligned with client risk tolerance, goals, and time horizon, in coordination with the senior advisor
Prepare illustrations, hypotheticals, and other client-facing deliverables
Execute trades to implement approved portfolio recommendations
Participate in or lead client meetings to present recommendations and deliver advice
Coordinate follow-up activities and hold clients accountable to agreed-upon action items
Document all client interactions and activities in Redtail
Attend company-sponsored client, prospect, and networking events
Generate new client opportunities through referrals, networking, and centers of influence
Track and document all prospecting, networking, and referral activity in HubSpot
Develop and execute a business plan to generate investment and life insurance sales in collaboration with the VP of Sales & Marketing and the marketing team
Partner with sales professionals across Duncan Financial Group lines of business to identify and pursue cross-selling opportunities
Achieve established annual sales goals
Conduct comprehensive financial assessments, including risk tolerance, goals, and timeframes
Perform case analysis and develop tailored financial and investment recommendations
Persuade clients to implement suitable advice and recommendations
Execute transactions on behalf of clients
Prepare for and conduct client meetings focused on financial planning discussions
Provide ongoing account service, answering client questions and delivering timely information
Monitor investment portfolios and recommend adjustments as needed
Assist clients with retirement, estate, and tax planning strategies
Build and maintain strong client relationships through regular communication and review meetings
Collaborate with external professionals (e.g., attorneys, accountants) to deliver holistic financial solutions
Create and maintain a professional development plan aligned with career progression
Maintain all required licenses and certifications through continuing education and training
Develop and sustain productive wholesaler relationships
Attend and actively participate in department meetings, sales meetings, IPC sessions, weekly Duncan Advisor Resources calls, and other required forums
Participate in sales seminars, company meetings, and educational programs to enhance sales effectiveness and remain current on market and industry trends
Qualification
Required
Bachelor's degree in Finance, Economics, Accounting, Business, or related field
Minimum of 2 years of experience in an investment advisory firm
Active FINRA Series 7 license required, along with a Series 65 or Series 66 (Series 63/65 combination)
Experience using CRM platforms and/or agency management systems
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, and Outlook)
Strong analytical skills with the ability to evaluate complex financial information and present it clearly to clients
Excellent interpersonal, communication, and relationship building skills
Demonstrated professionalism, sound judgment, discretion, and commitment to confidentiality
Adherence to high ethical standards and all applicable legal and regulatory requirements
Ability to work evening hours as needed and travel locally
Employment is contingent upon successful completion of a background check conducted by Cambridge, which includes FINRA BrokerCheck, fingerprinting, and a credit review, as permitted by law
Preferred
Life, Accident & Health license preferred; must be willing to obtain within 90 days of employment
Benefits
Competitive Salary
Health Insurance Plans (PPO, HSA, Copay Options)
Dental Insurance
Vision Insurance
Company Paid Disability Insurance
Supplemental Insurance including Critical Illness, Accident, Legal, Pet Insurance
401(k) with Safe Harbor Match
Paid Time Off
Paid Holidays
Company
Keystone Agency Partners
Keystone Agency Partners is a consulting firm that specialises in insurance brokerage.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$330MKey Investors
Apogem CapitalFlexpoint Ford
2025-07-16Acquired
2024-01-16Debt Financing· $330M
2023-01-19Private Equity
Leadership Team
Patrick Kinney
Chief Executive Officer
Brian Morgan
Chief Revenue Officer
Recent News
2025-12-01
Morningstar.com
2025-07-29
Company data provided by crunchbase