Associate Financial Representative I
Core
Support a financial advisor in client prospecting, account administration, and sales execution to help clients achieve financial goals.
Role type
Associate Financial Representative I (Apprentice/Trainee)
Builds
Client relationships and financial strategies
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Financial data analysis, sales prospecting, document preparation, trade processing, Microsoft Office proficiency, compliance adherence
Preferred skills
Entrepreneurial spirit, multi-tasking, analytical thinking, rapid technology adoption
Technologies
Microsoft Office, proprietary financial software
Responsibilities
Build referral pipelines and develop client relationships; Analyze financial data to develop investment strategies; Prepare account forms and documents; Execute mailing campaigns and seminars; Handle customer inquiries; Schedule appointments and prepare for meetings; Process trades under mentor direction; Participate in classroom learning and mentoring sessions.
Seniority
Entry-level, apprentice with mentorship