Team-Based Financial Advisor – Huether Associates
Core
A Financial Advisor focused on learning and development, working closely with Lead Advisors to build expertise and eventually join a sponsoring team to serve clients with comprehensive financial planning.
Role type
Junior Financial Advisor (Team-Based)
Builds
Client relationships and a book of business for a financial services practice
Domain
Financial Planning / Wealth Management
Deliverable
client delivery
Required skills
Financial planning, client relationship management, sales, product positioning, complex scenario analysis, data analysis, Microsoft Office (Word, Excel, PowerPoint), Salesforce
Preferred skills
Business tool proficiency, multitasking, integrity with sensitive information
Technologies
Salesforce, Money Guide Pro, What-If Tax
Responsibilities
Meet with new and existing clients to build a book of business, solicit and sell appropriate products, complete applications and write recommendations, service existing clients, research and respond to client inquiries, collaborate with Lead Advisor on complex scenarios, schedule and document client meetings
Seniority
Entry-level, mentored IC