Financial Advisor Assistant/ Associate Advisor

Financial Advisor Assistant/ Associate Advisor

An established and growing investment management firm is seeking a Financial Advisor Assistant and / or Associate Advisor. The candidate(s) should possess a passion for their clients and a drive to solidify their financial goals. The candidate(s) will be challenged to contribute to the growth of the firm through the following responsibilities:

·         Managing relationships with existing clients

·         Developing marketing tools and forming relationships with prospective client

·         Providing fresh perspectives to developing strategies for outreach to new client segments

·         Creating investment strategies to optimize portfolio performance

·         Leveraging state of the art technology platforms to deliver maximum operating efficiencies

In addition to the daily responsibilities, the candidate will have the ability to develop the following:

·         Experience working with an award winning advisory staff

·         A substantially growing income by developing their book of business

·         Exposure to a large and expanding market of high net worth clients

·         Securities Licensure

Minimum Requirements

·         Bachelor’s Degree in a relevant Field (Business Administration, Finance, Marketing, Economics)

·         Proficiency with Microsoft Word, Excel and Power Point

·         An Aptitude to Adapt to Multiple Industry Software Packages

·         Outstanding Organizational Skills, Research, Analytical and Multi-Tasking Skills

·         Ability to Connect with People of all backgrounds

·         2-5 Years of Experience in the Financial Industry

Preferred Requirements

·      Securities Licenses  7, 63, 66

·         Direct Experience with CRM Software Packages

·       Record of success in executing investment and marketing strategies

·       CFP Designation a Plus

About the Firm

Located in Wilmington, DE, we are a well known and award winning investment firm with a track record of successfully helping our clients achieve their financial goals. We specialize in high-net worth clients and offer a number of products for a wide range of investors. Employees receive a competitive compensation package and benefits; advisors have an opportunity to substantially grow their income through the firm’s wide network of prospective clients. We are very proud of our mission, our accomplishments and are continuously seeking to deliver best in class results through growing and improving our business and our team.