Associate Financial Advisor

About the jobAbout Guided Financial AdvisorsGuided Financial Advisors is an independent, full service comprehensive financial planning and wealth management firm. Our core values and mission set the foundation for the way we operate. Through understanding our client’s values, goals, and what means most to them, we are able to formulate diverse and customized strategies geared towards their desired outcomes and success.Our Mission - To maximize life’s potential through aligning values and goals.Our ValuesIntegrity - to be honest with strong moral principles and ethical standingDriven - to carry a determined work ethic in fulfilling obligations to others and ourselvesAccountability - to accept responsibility for our actions, decisions, and commitmentsDiversity - to be open and accepting to different thoughts, beliefs, and backgroundsResponsibilities and Job Description - An Associate Financial Advisor at Guided Financial Advisors will need to have personal and professional values that align with the organization's as well as the ability to efficiently and effectively assist with the management of 4 key areas of the business.Marketing: Effectively conduct and manage marketing efforts to new and existing clientsCase Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clientsAdministrative Tasks: Sending client emails, managing CRM, completing and organizing miscellaneous paperwork and tasksClient Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationshipsSkills and CapabilitiesCoachableActive ListeningTime ManagementOrganization SkillsProblem SolvingCommunicationPresentationCustomer ServiceApproachableCRM and Computer SkillsAccurately Forecast and Achieve GoalsInterpersonal SkillsNetworkingCompensation - Compensation can be structured between three components.Competitive Base CompensationUpfront Commission StructureQuarterly Bonus IncentiveQualificationsBachelor's degree in finance / business related field or 5+ years experience in finance or business related fieldCurrently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2-14 or 2-15 licensePreferred but not necessary, 1+ years of financial services industry and/or sales related experienceGeneral knowledge on investment products and services as well as current market conditionsSuccessful completion of background and assessment checkTo qualify an individual must be legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future.