Idaho Licensed Associate Financial Advisor

Job Summary

A company is looking for an Associate Financial Advisor to provide financial guidance and support to clients.

Key Responsibilities

• Meet with potential clients to establish long-term relationships based on shared values and goals
• Educate clients on financial decisions regarding investments, insurance, retirement, and generosity
• Build a personal network through local nonprofits, churches, and businesses for future growth

Required Qualifications

• Must have or be willing to obtain Securities (Series 7 and 66 or Series 7, 63 and 65) and Life, Health, and Annuities registration within 120 days of hire
• Satisfactory background check and verification of securities registration and/or insurance licensing
• Self-disciplined and driven to succeed
• Motivated by helping others achieve their goals
• Strong interpersonal skills with a passion for serving others