Our Firm is looking for an Associate Financial Advisor to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
Our team
You’ll be working alongside 1-2 Financial Advisors and 1 Partner at the firm. We help high net worth and ultra-high net worth individuals and families meet their financial goals.
Your expertise
- series 7 and 66 licenses preferred or obtained shortly after hire
- ideally 3-5 years of experience in client service, within the finance sector
- [bachelor's or master`s degree] or equivalent, focusing on finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
About Us
At ArborStone Financial, we know that clarity is one of the most powerful tools you can have on your financial journey. We seek to help you understand where you are today, identify where you’d like to be in the future, and show you how to connect the dots in between. We are your financial guides, and everything we do is designed to instill you with confidence, peace of mind, and excitement about the road ahead.
Pay: $70,000.00 - $120,000.00 per year
Benefits:
Work Location: In person
