Associate Financial Advisor I
Core
Support financial advisors in client prospecting, data analysis, and administrative tasks to help clients achieve financial goals.
Role type
Associate Financial Advisor I (Apprentice/Trainee)
Builds
Client relationships and referral pipelines for Fulcrum Financial Group
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial data analysis, sales prospecting, administrative support, compliance adherence, trade processing, client file management
Preferred skills
Detail-oriented service mindset, entrepreneurial spirit, multitasking, rapid technology adoption, strong communication
Technologies
Standard financial software and CRM tools
Responsibilities
Build referral pipelines and develop client relationships, analyze client financial data to develop strategies, prepare account forms and documents, execute mailing campaigns and seminars, handle customer inquiries, process trades under direction, maintain accurate client files, schedule appointments, attend training and coaching sessions
Seniority
Entry-level, apprentice with mentorship