Financial Associate (Corporate) jobs in Sierra Vista, AZ

SUMMARY:

The Associate Advisor provides internal support to our Financial Advisors as part of a centralized planning team to provide ongoing service and advice to our on-plan asset management clients.

DUTIES AND RESPONSIBILITIES:

· Shadows Financial Advisor future and existing client appointments to gain valuable training.

· Creates and helps implement financial plans for existing clients.

· Performs various tasks and research for all types of clients.

· Assists with future and existing client communication.

· Shadows various departments of Allworth Financial to obtain knowledge of how our business model functions.

· Attends company events, including workshops and seminars.

· Takes appropriate steps to obtain the CFP® designation.

· Assist with Enrollment Meetings for 401(k) Plans

QUALIFICATIONS:

· BS/BA in Business Finance, Economics, or related field

· In pursuit of CFP® designation

· Self-starter, with the ability to work independently

· Strong communication, teamwork, and relationship-building skills

· Demonstrates ability to learn related financial and office programs and systems