It is time to explore new challenges in your career. Provident Wealth Management is an independent, privately-owned financial services firm, in Burlington, NC. We are looking to add a full-time Associate Financial Advisor to join our team.
Our Firm Values:
· Client first approach
· Transparency and integrity
· Collaboration and teamwork
· Share all the same core values that we model to our clients in 65the way we care for them and for each other
Value We Deliver:
· Access to service existing clients and prospective clients
· Top-notch administrative support
· Name and brand recognition of firm due to length of time & presence in the community
· The equipment and software you need for illustrations and reports
· Access to shadow a successful financial advisor to help train you
Our Investments in You:
· Paid Holidays
· PTO
· Professional development
The Expertise We’re Looking For:
· Prior Experience Working in Financial Services Industry (Required)
· Active State-Specific Life & Health Insurance License (Preferred)
· Series 65/66 (Required)
· High School Diploma (Required)
· Bachelor’s or associate degree in finance or similar field (Preferred)
· eMoney or other Financial Planning software (Required)
What You’ll Be Responsible For:
· Make sure preparation work is complete for all prospect and client meetings
· Use Financial Planning software to generate and provide various reports and financial plans to advisor
· Participate in client meetings, track and complete follow up items generated in client meetings
· Take detailed notes and enter information into database for financial plan preparation and review
· Case design and illustrations of financial products best suited for client
· Prioritize day-to day tasks and issues
· Assist advisor with meeting individual and team goals
· Operate with a proactive approach to advisors and clients
· Maintain database programs
· Respond to client inquiries as needed
· Complete and process servicing requests as needed
· Resolve any issues regarding new accounts, transfers, or amendments
· Provide market research on various investments and amendments
Key Traits of a Successful Associate Financial Advisor:
· Share in all our core values and work side by side in an environment of collaboration and encouragement
· Highly motivated
· Excellent client service skills
· Initiative in business development
· Elevated level of people skills
· Entrepreneurial perspective and desire to grow the firm
· Ability to adhere to rules and regulations as stated and required by the firm
· Successful time management skills
· Process driven
· High level of follow-through
· Excellent communication skills
· Strong attention to detail
Salary: $65k-$75k annually plus bonus opportunities
Check us out!
- Website: https://www.provident-wealth.com/
If you feel like we would be a good fit, apply now!
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
Compensation package:
Weekly schedule:
Work setting:
Ability to Relocate:
- Burlington, NC 27215: Relocate before starting work (Required)
Work Location: In person