Associate Financial Advisor
Company: VirtualVocations
Location: Philadelphia
Posted on: October 24, 2024
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Job Description:
A company is looking for an Associate Financial Advisor to
support existing clients in workplace plans and contribute to
growth initiatives.
Key Responsibilities
Support client retention and asset growth through advisory
conversations
Perform financial planning and execute strategies for asset
consolidation
Facilitate trading and manage client inquiries regarding investment
accounts
Required Qualifications and Education
Bachelor's Degree required
2+ years of financial customer service experience or relevant
degree
Experience trading in equities, fixed income, and options
FINRA Series 7, Series 63, and Series 65 required
General securities license to open Brokerage IRA's and Taxable
Retail accounts
Keywords: VirtualVocations, Bloomfield , Associate Financial Advisor, Accounting, Auditing , Philadelphia, New Jersey
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