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.
Apply Now
Danielle Lucht, RICP®, CDFA®
Financial Advisor
Call: (239) 288-7054
danielle@everwellfinancial.com
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