Associate Financial Advisor
Job Description
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We are seeking a motivated and client-focused Associate Financial Advisor to assist in delivering financial planning, investment management, and wealth management services. This role is ideal for individuals passionate about personal finance and helping clients achieve their long-term financial goals.
Key Responsibilities:
- Support senior advisors in creating personalized financial plans for clients.
- Conduct investment analysis and prepare portfolio recommendations.
- Assist clients with retirement planning, tax planning, and estate planning strategies.
- Maintain accurate client records and documentation in compliance with regulations.
- Provide excellent customer service and build long-term client relationships.
- Stay updated on financial market trends and regulatory changes.
Requirements:
- Bachelor’s degree in Finance, Economics, Business Administration, or related field.
- Strong knowledge of investment products and financial planning tools.
- Excellent communication, analytical, and interpersonal skills.
- Ability to work independently and in a collaborative team environment.
- Relevant certifications (e.g., CFP) are a plus.
Benefits:
- Competitive salary with performance-based incentives.
- Training and mentorship from experienced financial advisors.
- Career growth opportunities in wealth management and advisory services.
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