State Licensed Associate Investment Advisor

Job Summary

A company is looking for an Associate Investment Advisor to support its Wealth Solutions organization by guiding clients toward their financial goals.

Key Responsibilities

• Conduct financial consultations to identify client goals and recommend aligned solutions
• Facilitate onboarding and asset consolidation for clients entering the Wealth Solutions program
• Utilize Salesforce and planning tools to manage pipelines and document client interactions

Required Qualifications

• Bachelor's degree in Business, Finance, Economics, or related field, or equivalent experience
• 1-2 years of experience in financial services, sales, or customer service preferred
• FINRA Series 7, 63, and 65 (or 66) required or ability to obtain within 90 days of employment
• State life and health insurance license preferred
• Exposure to advisory, investment, or wealth management roles is a plus