Associate Financial Advisor

Job summary
Prime Wealth Management is seeking a licensed Associate Financial AdvisorJoin our innovative and dynamic teamFocus on fostering a great team environment and culture
Job seniority: mid-to-senior level
Responsibilities
• Case analysis• Prepping financial planning recommendations• Running hypothetical illustrations• Investment research• Create investment recommendations• Prepping visual aids to be used in client meetings• Completing trades and transactions• Conduct client meetings and reviews• Prospect for new clients via events, seminars and natural market
Requirements
• Bachelors degree or higher• Clients/assets to bring over and take on additional clients• Fully licensed (Series 7, 66, and Life/Health license)• 3+ years of being a financial advisor or financial services experience• Pleasant, professional and friendly manner with excellent interpersonal skills• Strong team player• Highly organized, accurate, and attention to detail• Proven analytical and independent problem-solving skills• Highly proficient with in Microsoft office including PowerPoint, Excel, Word and Outlook• Excellent written and verbal communication skills
Key Skills Needed
• Case analysis• Financial planning• Investment research• Client meetings• Prospecting• Microsoft Office• Communication