Associate Financial Advisor

Company: Strategic Wealth Design
Location: Las Vegas
Posted on: February 21, 2021

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