Description
The Associate Financial Advisor supports individual Financial Advisors and teams by providing financial education, researching and analyzing data, creating customized annual financial plans, recommending investment solutions, documenting and following up on opportunities, and supporting client service and wealth-management strategy. The role requires an undergraduate degree in Finance, Accounting, Economics, or an equivalent field, professional designations or higher-level 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.
