Location
Tyler, FL, United States
Posted on
May 29, 2023
Profile
:text,ActualValueFromSolar:null},{QuestionName:Recruiter,AnswerValue:Samantha Boyd,VerityZone:recruiterid,QuestionType:Multi-Select,ActualValueFromSolar:null},{QuestionName:Opportunity Overview,AnswerValue:u003cbu003eIf you’re looking for a challenging and rewarding career,u003c/bu003eu0026nbsp;the Associate Financial Advisor role at **MEMBERS ONLY**SIGN UP NOW***. may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy.u003cbru003eu003cbru003eOur Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients.u003cbru003eu003cbru003eu003cbu003eWe’ll give you the support you need.u003c/bu003eu003cbru003eu003cbru003eu003cbu003eOur team will be there every step of the way, providing:u003c/bu003eu003culu003eu003cliu003ePaid training – Get registered and licensed and learn how to be an associate financial advisor with the industry’s top training programu003c/liu003eu003cliu003eA support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesu003c/liu003eu003c/ulu003eu003cbu003eAs a salaried professional, you can also expect…u003c/bu003eu003culu003eu003cliu003eA compensation package that includes bonus potential, 401K, and comprehensive and competitive health benefitsu003c/liu003eu003cliu003ePaid time off, including vacation, sick, holidays and personal daysu003c/liu003eu003cliu003eA culture of continuous improvement and professional developmentu003c/liu003eu003c/ulu003eu003cbru003eu003cbu003eWhat characteristics would make you a successful Associate Financial Advisor?u003c/bu003eu003culu003eu003cliu003eCommitment to building meaningful connections and long-lasting relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutionsu003c/liu003eu003cliu003eWorking independently with strong problem solving, critical thinking, and sound judgment to identify, analyze, and resolve multiple issues related to personalized investment solutions, involving the FA when appropriateu003c/liu003eu003cliu003eA resilient, creative and progressive mindset supporting a nimble learning environment to incorporate feedback, and adapt to changesu003c/liu003eu003cliu003eEntrepreneurial personality, driven to achieve results as an individual and team with attention to detail, organization and time management skills to manage multiple projects in a dynamic and highly collaborative organizationu003c/liu003eu003c/ulu003eu003cbu003eKey responsibilities with existing and newly created clientsu003c/bu003eu003cbru003eu003cbru003eResponsibilities performed for all existing clients may include:u003cbru003eu0026nbsp;u003culu003eu003cliu003eGathering information and collecting suitability to deeply understand clientsu0027 and prospective clientsu0027 needs, priorities, and concerns in order to accelerate trust and create a personalized, comprehensive strategy to achieve their goals.u003c/liu003eu003cliu003eMeeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met.u003c/liu003eu003cliu003ePartnering with other members of the clientsu0027 professional team such as attorneys, accountants, trust officers, to help fully understand clientsu0027 goals and circumstances.u003c/liu003eu003cliu003eResearching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client.u003c/liu003eu003cliu003eCollaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results.u003c/liu003eu003cliu003eCultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business.u003c/liu003eu003cliu003eCoordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies.u003c/liu003eu003c/ulu003e,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Req ID,AnswerValue:82795BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Search for Branch Support Positions by State,AnswerValue:Texas ,VerityZone:formtext42,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:Position Type,AnswerValue:Branch Support - BOA ,VerityZone:formtext44,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:Position Schedule,AnswerValue:Full-Time ,VerityZone:formtext40,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:EEO Statement,AnswerValue:u003cspan style=font-size: 12px\u003eu003cspan style=font-family: Arial, Helvetica, sans-serif\u003eu003cfont style=font-size: 14px\u003eu003cfont style=font-family: arial, helvetica, sans-serif\u003e**MEMBERS ONLY**SIGN UP NOW***. does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.u003c/fontu003eu003c/fontu003eu003c/spanu003eu003c/spanu003e,VerityZone:formtext86,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Company Description,AnswerValue:u003cspan style=font-size: 12px\u003eu003cspan style=font-family: Arial, Helvetica, sans-serif\u003eu003cfont style=font-size: 12px\u003eu003cfont style=font-family: arial, helvetica, sans-serif\u003eAt **MEMBERS ONLY**SIGN UP NOW***., we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work.u003cbru003eu003cbru003eIn a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.u003c/fontu003eu003c/fontu003eu003c/spanu003eu003c/spanu003e,VerityZone:formtext87,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Awards and Accolades,AnswerValue:u003cbu003eU.S. Awards/Accolades:u0026nbsp;u003c/bu003eu003cbru003eWe don’t often brag, but we’re frequently recognized and awarded:u003culu003eu003cliu003eu003ca href=****target=_blank\u003e**MEMBERS ONLY**SIGN UP NOW***.u003c/au003eu0026nbsp;has earned a spot on theu0026nbsp;u003ca href=****target=_blank\u003eFortune 100 Best Companies to Work For®u0026nbsp;u003c/au003eranking by Great Place to Work® andu0026nbsp;u003cemu003eFortuneu003c/emu003eu0026nbsp;magazine. **MEMBERS ONLY**SIGN UP NOW***. ranked No. 35 on the prestigious 2022 list.u003cbu003e u003c/bu003eu003culu003eu003cliu003eu003cbu003eu003ciu003e2022 Fortuneu0027s 100 Best Companies to Work For®u003c/iu003eu003c/bu003eu003ciu003e, published April 2022, research by Great Place to Work®, data as of August 2021. Compensation provided for using, not obtaining, the rating. From FORTUNE ©2022 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, **MEMBERS ONLY**SIGN UP NOW***. Investments.u003c/iu003eu003c/liu003eu003c/ulu003eu003c/liu003eu003cliu003e**MEMBERS ONLY**SIGN UP NOW***. scored 100 percent on the Human Rights Campaign Foundation’su0026nbsp;u003ca href=****target=_blank\u003e2022 Corporate Equality Index (CEI)u003c/au003eu0026nbsp;which designates **MEMBERS ONLY**SIGN UP NOW***. as one of the best places to work for LGBTQ Equalityu003culu003eu003cliu003eu003cbu003eu003ciu003e2022 Best Places to Work For LGBTQ Equalityu003c/iu003eu003c/bu003eu003ciu003e, Great Place to Work® in partnership with Human Rights Campaign Foundation, published Equity Magazine January 2022, data as of July 2021. Compensation provided for using, not obtaining, the rating. From The Human Rights Campaign. All Rights Reserved.u003c/iu003eu003c/liu003eu003c/ulu003eu003c/liu003eu003cliu003eFor the 22nd consecutive year, **MEMBERS ONLY**SIGN UP NOW***. was named a top company for training. The firm ranked No.24 on Training magazineu0027s prestigious 2022 Training Top 100 list.u003culu003eu003cliu003eu003cbu003eu003ciu003e2000-2022 Training Magazine Training Apex Awardu003c/iu003eu003c/bu003eu003ciu003e, published January-March each year, data as of September of prior year, an application fee was required for consideration.u003c/iu003eu003c/liu003eu003c/ulu003eu003c/liu003eu003c/ulu003eu003cbru003eu003cbu003eCanada Awards/Accolades:u0026nbsp;u003c/bu003eu003cbru003eFor the 20th consecutive year, **MEMBERS ONLY**SIGN UP NOW***. has been named on the Kincentric 2021 List of Best Employers in Canada, published in the Financial Post. **MEMBERS ONLY**SIGN UP NOW***. is once again in the top 25% of employee engagement.u003cbru003eu003cbru003e2022 Wealth Professionalu0027s 5-Star Brokerage Award for **MEMBERS ONLY**SIGN UP NOW***.u0027 commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation.,VerityZone:formtext79,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Position Requirements,AnswerValue:u003culu003eu003cliu003eHigh School Diploma/Equivalent required; Bachelor’s degree preferredu003c/liu003eu003cliu003eSeries 7 and Series 66 required, if not currently registered, registrations may be obtained at **MEMBERS ONLY**SIGN UP NOW***. during the assigned study periodu003c/liu003eu003cliu003eAt least 3-5 years of relevant experience in securities industry preferredu003c/liu003eu003c/ulu003e,VerityZone:formtext81,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:City,AnswerValue:Tyler,VerityZone:formtext61,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Salary Information,AnswerValue:u003cbu003eYouu0027ll be competitively compensated…u003c/bu003eu003culu003eu003cliu003e**MEMBERS ONLY**SIGN UP NOW***. believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and 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