Associate Financial Advisor

Guided Financial Advisors is an independent, full-service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what matters most to them, we formulate diverse and customized strategies geared toward their desired outcomes and success.

To maximize life’s potential through aligning values and goals.

• Integrity – to be honest with strong moral principles and ethical standing
• Driven – to carry a determined work ethic in fulfilling obligations to others and ourselves
• Accountability – to accept responsibility for our actions, decisions, and commitments
• Diversity – to be open and accepting of different thoughts, beliefs, and backgrounds

An Associate Financial Advisor at Guided Financial Advisors will need to have personal and professional values that align with the organization’s and the ability to efficiently and effectively assist with the management of four key areas of the business.

• Marketing:
  Effectively conduct and manage marketing efforts to new and existing clients
• Case Work:
  Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients
• Administrative Tasks:
  Send client emails, manage CRM, complete and organize miscellaneous paperwork and tasks
• Client Meetings:
  Observe and assist with new and existing client meetings throughout the business process while building client relationships

• Coachable
• Time Management
• Organization Skills
• Problem Solving
• Communication
• Presentation
• Customer Service
• Approachable
• CRM and Computer Skills
• Accurately Forecast and Achieve Goals
• Interpersonal Skills
• Networking

Compensation can be structured between three components.

• Competitive Base Compensation
• Upfront Commission Structure
• Quarterly Bonus Incentive

• Bachelor’s degree in finance or business-related field or 1+ years experience in finance or business-related field
• Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 license
• Preferred but not necessary, 1+ years of financial services industry and/or sales related experience
• General knowledge on investment products and services as well as current market conditions
• Successful completion of background and assessment check
  
  To qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.

Full-time

Entry level

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