Associate

About This Role

This Associate role involves analyzing clients' financial needs, educating them on tailored strategies, and recommending suitable products to help Middle American families achieve financial independence and secure their goals. You will also maintain strong client relationships and collaborate with the team to ensure exceptional service.

Responsibilities

• Analyze clients’ financial needs
• Educate clients on tailored financial strategies
• Recommend suitable products and services
• Maintain strong client relationships
• Collaborate with the team to ensure exceptional service delivery
• Contribute to company goals through proactive engagement with clients and colleagues

Requirements

• Strong financial analysis, advisory, and client assessment skills
• Networking, communication, and client relationship management skills
• Organizational and time management capabilities to handle multiple tasks effectively
• Proactive approach with problem-solving and critical thinking skills
• Proficiency in sales strategies, goal setting, and customer satisfaction management
• Adaptability to work in a collaborative, team-oriented on-site environment

Qualifications

• Bachelor's degree in Finance, Business, Marketing, or a related field is preferred
• Prior experience in financial services, sales, or client-focused roles is advantageous

Nice to Have

• Prior experience in financial services, sales, or client-focused roles