Description
The Associate Financial Advisor supports an individual Financial Advisor by developing customized annual financial plans, analyzing investment options, delivering plans, educating clients, researching relevant news, documenting and following up on opportunities, and supporting marketing and revenue activities. The role requires a bachelor's degree, relevant professional designations or equivalent education within one year, SIE and Series 7/66 or Series 7/63/65 licenses, and at least three years of client-facing investment experience. The annual salary range is $68,600 to $92,900.
