- Pay
- $65–85k
- Where
- Melville, NY, United States
- Level
- New grad
Our client is hiring an associate financial advisor to work closely with the practice owner to drive business development and assist with building financial plans.
The ideal candidate will be a financial professional is passionate about helping people plan their futures, is comfortable with networking and sales and wishes to be part of a growing team.
Job Responsibilities
Business Development Focused:
Help the firm identify potential clients through research and networking
Develop relationships with other professionals in the community to build a referral network
Meet with existing clients of the firm to gain referrals
Research and create prospecting/business development lists
Planning Focused:
Building and designing financial plans and models
Writing financial reports, executive summaries, & client deliverables
Organizing client records
Aggregating client info
Sitting in on client meetings and quarterbacking the follow up
Job Skills & Qualifications
Attention to detail
Excellent organizational skills
Good prioritization / time management skills
Strong communication / interpersonal skills
Preferred industry licensing (Series 7/66 and Life/Health Insurance)
Bachelor’s Degree
Base: $65,000 to $85,000 depending on experience and credentials + bonus