Associate Financial Advisor

Everwell Financial is seeking a motivated Associate Financial Advisor to help support our fast growing practice. The ideal candidate will have 5+ years of professional working experience in the financial industry and is looking to learn and grow within their career.

Responsibilities

• Provide financial planning support to clients
• Support the CEO  to cultivate client relationships
• Prepare financial plans and check for accuracy
• Prepare detailed financial planning reports for presentations including printing, organizing and binding materials
• Develop realistic investment proposals based on our internal asset models
• Perform research and participate in the ongoing review of our investment models
• Complete necessary client paperwork for new accounts, distributions and other client service needs
• Stay current on industry developments; service and product enhancements; regulatory issues; and client needs or wants

Qualifications

• Bachelor’s degree in Finance or related field
• 5+  years’ of industry experience
• Strong understanding of the investment business
• Excellent interpersonal skills
• Life and Health Insurance licenses
• Investment licensing series 6, 63, 65, 66, and 7 preferred. Series 6 required
• Experience with Netx 360 and Wealthbox a plus

Skills

• Financial planning and financial advice
• Client service
• Compliance process
• Project/time management
• Client and internal communications

Why you’ll want to work here:

Do you want to feel part of a team making an impact in others lives? Everwell Financial is a female led, growth-driven financial company. We deliver a personal touch with compassion for every client’s unique situation by creating holistic and customized financial solutions. We partner with clients in a long-term trusted relationship and strive to empower clients to achieve their financial goals and deploy their golden parachute for retirement. Our office enjoys a family-friendly environment with flexible working hours. 

Benefits

• Generous paid time off
• 401K offering
• Career advancement opportunities
• Educational reimbursements for financial licensing
• Results-driven bonuses

Background check and fingerprinting upon hiring required.