- Location: Easton, MA
- Type: Direct Hire
- Job #27607
A well-known wealth management firm is in search of a Senior Financial Associate to support an established financial advisor in their Easton, MA branch. As the Senior Financial Associate, you will be a key member of an established, producing team and will be actively involved in growing and cultivating the Financial Advisor’s business. You will have the ability to function independently on behalf of the Financial Advisor team with minimal direction.
This is a 100% onsite, direct hire opportunity located within Easton, MA.
Responsibilities:
- Regularly gather new client accounts and build assets under management for FA Team.
- Conduct in-depth analyses of client portfolios. Research recommendations, select suitable investments based on client’s investment objectives, tolerance for risk, financial capabilities and investment potential. Promptly execute approved transactions.
- Collect and analyze client’s financial information to educate new and existing clients; this may include introducing additional products and services.
- Monitor and evaluate clients’ investment needs and progress by reviewing transactions, monthly statements, market research and client contact.
- Promote business growth programs and services, develop detailed marketing plans for client acquisition and identify opportunities to improve sales effectiveness for FA Team.
Minimum Qualifications:
- 5 years’ experience within the wealth management industry
- Series 7, Series 66 (or 63/65) licenses and CFP designation
- Proficient in Microsoft Suite (Excel, Word and Outlook)
Preferred Qualifications:
- Bachelor’s Degree
- 10 – 15 years’ experience within the wealth management industry
- Prior or current experience as an advisor or associate advisor
- Excellent understanding of the stock market, investments and retirement plans
- Working knowledge of fixed income products, equities, mutual funds, insurance and annuities
- In-depth knowledge of regulatory policies and procedures and ability to analyze client portfolios
- Excellent interpersonal, verbal and written communication skills and able to independently manage multiple demands and competing priorities
- Detail oriented, strong analytical and organizational skills and able to work effectively in a fast-paced, deadline-oriented environment
*The above represents the lowest to highest expected salary range for this job opening. Our client ultimately may pay more or less than the posted salary range, and the salary range may be modified in the future. Our client will consider job-related factors including, but not limited to, education, qualifications, certifications, experience, skills, geographic location, and business or organizational needs when determining pay.