Associate Financial Advisor
Company: Strategic Wealth Design
Location: Las Vegas
Posted on: February 21, 2021
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Job Description:
Job description Do you enjoy helping people achieve their
financial goals?--If so, come join a team dedicated to enriching
people's lives through financial freedom and security. We're
looking for an Associate Financial Advisor who shares our passion
for helping others and enjoys building strong, long-term client
relationships. Strategic Wealth Design is a financial planning,
wealth management, and retirement plan services firm located in Las
Vegas, Nevada. We are a small, but growing, team that works
together to ensure we're all successful. If you're looking for a
firm where you can make a difference and have the support you need
to do your best, please apply. Note: when applying, include a cover
letter and resume. Responsibilities: * Retirement Plans - Manage
relationships with our retirement plan clients. Meet with them on a
quarterly, semi-annual, or annual basis to conduct trustee
meetings. The Associate Financial Advisor will also be responsible
for conducting employee education sessions on retirement plans and
retirement savings benefits. * Wealth Management - Manage
relationships with our wealth management clients, conduct regular
reviews, and advocate for our clients to achieve their financial
goals. The Associate Financial Advisor will help clients implement
and monitor financial strategies. * Sales - Sales will be required
to grow the firm's Retirement Plan and Wealth Management divisions.
Education, Skills, and Experience Required: * Have a strong work
ethic, be organized, and have a love for processes and systems. *
Have a desire to help others. * Be a team player and have
experience working within a team. * Have strong communication
skills and be comfortable presenting in front of small groups. *
Have strong interpersonal and relationship building skills. * Must
know basic computer skills and have a sense of curiosity with
technology. * Have a high level of integrity and ethics. * Be
self-motivated and committed to achieving goals and results. * Be
willing to obtain industry designations and continuously educate
yourself professionally. * Learn best practices for improving
selling skills. Licenses Required: * Series 65 and Life and Health
Insurance Licenses are required for the position. The ideal
candidate will already have these licenses. The firm is willing to
consider a strong candidate that is willing to obtain these
licenses within the first 90 days of employment.
Keywords: Strategic Wealth Design, Las Vegas , Associate Financial Advisor, Accounting, Auditing , Las Vegas, Nevada
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