Associate Financial Advisor - Tailored Financial Solutions (Rogers, AR)
Core
Support financial advisors and clients with product applications, suitability information, and investment research to build financial well-being.
Role type
Associate Financial Advisor
Builds
Financial products, investment advisory services, and client relationships
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Securities registration (Series 7, 66/63, 65), Life/Health/Annuities licensing, customer service, financial research, product application handling
Preferred skills
2+ years customer service experience, multitasking, integrity with confidential data
Technologies
FINRA registration systems, insurance licensing platforms
Responsibilities
Handle sensitive customer communications, counsel on financial products, open product applications, obtain financial/suitability info, assist advisors in meeting prep, conduct investment research, drive marketing services
Seniority
Entry-level to Junior, hands-on IC