Financial Services Associate

Emerge is actively recruiting for a Financial Services Associate for a leading , locally owned financial advisory firm in the Rochester area! Our client is an award-winning Top Workplace to Work firm whose environment provides a variety of challenging opportunities to collaborate with a motivated, experienced teams of financial professionals who work together to exceed their clients' expectations every day. This position offers a highly competitive compensation and benefits package with a strong focus on professional growth and development. Salary $55,000 - $65,000.Responsibilities for the Financial Services AssociateResponsibilities include operational and sales support for an established advisor and the Operations Manager. This person will be responsible for assisting with client service, operational duties, and ensuring adherence to compliance and corporate policies.Tasks will include:Preparing and analyzing client meeting presentationsData management within E-MoneyExecuting investment recommendationsCoordinating insurance recommendations and implementationEstablishing long-term client relationshipsCreating trusting relationships with existing clientsDeveloping client-facing comfort and presenceRequirements for the Financial Services AssociateThis is a client services role. Candidate must be mature, experienced and possess excellent written and verbal communication skills, time management skills, as well as strong organizational and prioritization skills. Unlicensed candidates will need to complete their Series 7 and Series 66 within 18 months of hire.Who is Emerge? We are a global talent solutions company working with clients all over the world. We deliver managed sales, services, marketing, and business solutions to our clients. We are committed to your success, working quickly and efficiently to provide tangible, measurable results.#IND2