Associate Financial Advisor I
Core
Entry-level financial advisor supporting client relationships, sales, and account administration for a growing advisory firm.
Role type
Associate Financial Advisor I (Apprentice/Trainee)
Builds
Client relationships, sales pipelines, and financial strategies
Domain
Wealth Management / Financial Advisory
Deliverable
client delivery
Required skills
Financial data analysis, sales prospecting, client relationship management, regulatory compliance, administrative support, trade processing
Preferred skills
Detail-oriented service delivery, entrepreneurial mindset, multitasking, adaptability to new technologies, strong communication
Technologies
Financial planning software, CRM tools, trading platforms
Responsibilities
Build referral pipelines and develop client relationships; Analyze financial data to develop client strategies; Prepare account forms and documents; Execute mailing campaigns, seminars, and sales promotions; Handle customer inquiries and issues; Maintain accurate client files; Schedule appointments and prepare for meetings; Process trades under mentor direction; Participate in classroom learning, mentoring, and coaching sessions.
Seniority
Junior, hands-on IC with mentorship