Associate Financial Advisor - South Bay Wealth Advisors - Redondo Beach, CA
Core
Support clients through investment planning, insurance solutions, and ongoing relationship management as an extension of the family.
Role type
Associate Financial Advisor
Builds
Long-term client relationships and financial well-being
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Securities licensing (Series 7, 66/63, 65), Life/Health/Annuities registration, financial analysis, insurance policy analysis, trade order execution, client communication, product application management
Preferred skills
Money Guide Pro, Wealthscape, Morningstar, Salesforce, administrative/secretarial experience
Technologies
Money Guide Pro, Wealthscape, Morningstar, Salesforce
Responsibilities
Handle sensitive communications with members/customers, identify criteria for fund selection and track against indexes, open and complete product applications, conduct substantive research for securities product recommendations, obtain member/customer financial information, accept and enter securities trade orders, explain and interpret insurance coverage, issue certificates of insurance, assist in preparation for client meetings, participate in marketing services
Seniority
Mid-level, licensed professional