Overview
We are seeking a motivated and detail-oriented Associate Wealth Advisor to join our dynamic team. Friday Financial empowers our team members to help people be confident and excited about their future. Our total rewards package includes flexibility with an emphasis on work/life balance, 401(k), wellness reimbursements, competitive salaries, health and welfare options and financial guidance. Compensation based on experience.
We invest in our team members by offering trust, best-in-class technology, professional development, a welcoming environment, transparency, coaching and mentoring.
Our focus on our core values of collaboration, integrity, empathy, future focus, inspired outcomes and approachability creates an environment where we can share our passion for the future. We are committed to making a positive impact on our team and clients’ lives, careers, aspirations and the communities in which we live.
At Friday Financial, your contributions are celebrated and appreciated, and we empower you to thrive in your career.
The Associate Wealth Advisor is a position with Friday Financials Wealth Management Advisory team, focused on supporting Senior Wealth Managers in providing comprehensive financial advice and services to clients. This role is pivotal in managing client data, assisting with financial planning and analysis, and enhancing team efficiency and client satisfaction.
The qualified candidate will have a strong background in finance or a related field, excellent communication skills, and a core knowledge of financial industry, offerings, and planning concepts.
Qualifications:
- 2 to 5 years of relevant experience in the financial services industry
- Microsoft Office Experience (Primarily Excel and Word) and computing skills; specifically, CRM systems
- Experience with managing a book of business
- Proficiency in the firm's financial planning and other core systems
- Basic ability to perform financial analysis
- Excellent communication and teamwork skills
- Valid professional license, Series 65
Preferred Experience:
- Bachelor’s degree in finance, business, or financial services (equivalent experience and/or a combination of education and experience will be considered)
Friday Financial is an EOE employer.
Job Type: Full-time
Pay: From $40,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
