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Associate Financial Advisor
Strategies for Wealth•Fairfield, CT, US
Posted ago
Description
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!
Responsibilities
  • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
  • Expand Client Base: Actively grow your business by networking within your community and introducing potential clients to the wide range of financial services we offer.
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
  • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
  • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
  • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
  • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • Be a coachable, organized team member interested in pursuing training development and educational opportunities
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
Qualifications
  • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.
  • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.
  • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.
  • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.
  • Education: a bachelor's degree in finance, business, economics, or a related field is preferred.
  • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
Compensation
$90,000 - $100,000
About Strategies for Wealth

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.

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