Associate Financial Advisor - Afton Union Financial Group - Seattle, WA
Core
Support clients through investment planning, insurance solutions, and ongoing relationship management as part of a collaborative financial advisory team.
Role type
Associate Financial Advisor
Builds
Client financial well-being through purpose-based advice, investments, insurance, and banking
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Securities licensing (Series 7, 66/63/65), Life/Health/Annuities registration, investment product analysis, insurance policy analysis, trade order execution, client communication, seminar facilitation
Preferred skills
CFP certification, proficiency with Money Guide Pro, Wealthscape, Morningstar, Salesforce
Technologies
Money Guide Pro, Wealthscape, Morningstar, Salesforce
Responsibilities
Handle sensitive communications with members/customers, facilitate product specific seminars, identify criteria for fund selection, counsel customers on financial products, open and complete product applications, accept securities trade orders, explain and interpret insurance coverage, assist in preparation for client meetings, drive marketing services
Seniority
Mid-level, licensed professional