Careers
Careers
Associate Financial Advisor
Job Description
The ideal candidate will deliver personalized investment solutions to help clients work toward and achieve their long-term financial goals. They should be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. The candidate will assist in daily business operations and deliver a unique client experience that aligns with the mission of AMICUS Wealth Partners.
Responsibilities
- Provide financial planning and account management support to clients
- Gather and analyze client data with accuracy
- Develop a client acquisition plan that includes contacting prospects to set up meetings/ appointments
- Implement marketing activities such as networking through seminars and events
- Assess clients' risk tolerance, goals, time frame and recommend portfolio solutions
- Execute appropriate trades for proposed portfolios
- Monitor economy, markets and world events to determine strategic rebalancing
- Conduct transactions on behalf of the clients
Qualifications
- Bachelor's degree in Finance or related field
- 1+ years' of industry experience
- Strong understanding of the investment business
- Excellent interpersonal skills
- Excellent ability to communicate with clients
Skills
- Financial Services
- Financial Planning
- Communication
- Customer Relationship Management (CRM)
- Money Management
- Investments
- Financial Analysis
- Stock Management
- Market Analysis
- Interpersonal Skills
Employment Type
- Full-time
Job Functions
- Finance
- Customer Service
- Sales