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

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Danielle Lucht, RICP®
Financial Advisor

Call: (239) 288-7054
danielle@everwellfinancial.com

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