Senior Associate Financial Advisor

Description

The Senior Associate Financial Advisor serves as a transitional step to a Financial Advisor role by supporting and growing an existing book of business under the guidance of an established Financial Advisor.  This role will assist members and prospects with information, products and procedures to implement an investment program, as well as working with clients already in the Financial Advisor’s existing book of business.  In addition to client-facing responsibilities, the Senior Associate Financial Advisor will work with the team to implement elements of the practice’s strategic plans and assist in the day-to-day management of the office.

Here's what you can expect from the job and what you need to be successful:

Job Duties

• Strategic Integration
  • Collaborate with the Senior Advisor to implement business development, client service, and operational strategies.
  • Track progress on key initiatives and ensure al...

Ready to Apply?

Submit your application today and join our talented team at First Technology Federal Credit Union.