Associate Financial Advisor, West Palm Beach FL
Pomona College, Claremont, CA, United States
Associate Financial Advisor
Location: West Palm Beach, FL
About Guided Financial Advisors
Guided Financial Advisors is an independent, full‑service, comprehensive financial planning and wealth management firm. Our core values and mission guide everything we do. By understanding our clients’ values, goals, and priorities, we design diverse, customized strategies aimed at their desired outcomes and success.
Our Mission
To maximize life’s potential through aligning values and goals.
Our Values
Integrity – to be honest with strong moral principles and ethical standing
Driven – to carry a determined work ethic in fulfilling obligations to others and ourselves
Accountability – to accept responsibility for our actions, decisions, and commitments
Diversity – to be open and accepting of different thoughts, beliefs, and backgrounds
Responsibilities
Marketing: Effectively conduct and manage marketing efforts to new and existing clients
Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients
Administrative Tasks: Send client emails, manage CRM, complete and organize miscellaneous paperwork and tasks
Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships
Key Skills and Capabilities
Coachable
Time Management
Organization Skills
Problem Solving
Communication
Presentation
Customer Service
Approachable
CRM and Computer Skills
Accurately Forecast and Achieve Goals
Interpersonal Skills
Networking
Compensation
Competitive Base Compensation
Upfront Commission Structure
Quarterly Bonus Incentive
Qualifications
Bachelor’s degree in finance or business related field, or 5+ years experience in finance or business related field
Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2‑14 or 2‑15 license
Preferred but not necessary: 1+ years of financial services industry and/or sales related experience
General knowledge of investment products and services as well as current market conditions
Successful completion of background and assessment check
Legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future
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Location: West Palm Beach, FL
About Guided Financial Advisors
Guided Financial Advisors is an independent, full‑service, comprehensive financial planning and wealth management firm. Our core values and mission guide everything we do. By understanding our clients’ values, goals, and priorities, we design diverse, customized strategies aimed at their desired outcomes and success.
Our Mission
To maximize life’s potential through aligning values and goals.
Our Values
Integrity – to be honest with strong moral principles and ethical standing
Driven – to carry a determined work ethic in fulfilling obligations to others and ourselves
Accountability – to accept responsibility for our actions, decisions, and commitments
Diversity – to be open and accepting of different thoughts, beliefs, and backgrounds
Responsibilities
Marketing: Effectively conduct and manage marketing efforts to new and existing clients
Case Work: Build, strategize, implement, and service detailed, comprehensive financial plans for new and existing clients
Administrative Tasks: Send client emails, manage CRM, complete and organize miscellaneous paperwork and tasks
Client Meetings: Observe and assist with new and existing client meetings throughout the business process while building client relationships
Key Skills and Capabilities
Coachable
Time Management
Organization Skills
Problem Solving
Communication
Presentation
Customer Service
Approachable
CRM and Computer Skills
Accurately Forecast and Achieve Goals
Interpersonal Skills
Networking
Compensation
Competitive Base Compensation
Upfront Commission Structure
Quarterly Bonus Incentive
Qualifications
Bachelor’s degree in finance or business related field, or 5+ years experience in finance or business related field
Currently hold or ability to swiftly obtain FINRA Series 6 or 7, Series 65 or 66, SIE, and Florida 2‑14 or 2‑15 license
Preferred but not necessary: 1+ years of financial services industry and/or sales related experience
General knowledge of investment products and services as well as current market conditions
Successful completion of background and assessment check
Legally authorized to work in the United States without requiring sponsorship for employment visa status now or in the future
#J-18808-Ljbffr