Client-Focused Financial Advisor (Associate)

A financial services firm is looking for an Associate Advisor to support financial planning and investment strategies. The ideal candidate is proactive, client-centric, and possesses strong communication and organizational skills. Responsibilities include preparing financial documents, ensuring data accuracy, and supporting senior advisors in investment management. Required qualifications include passing the Securities Industry Essentials (SIE) Exam, Series 66, and Life and Health licenses. Join a dynamic team dedicated to empowering clients to achieve their financial goals. #J-18808-Ljbffr