Associate Financial Advisor

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We are seeking a motivated and client-focused Associate Financial Advisor to help grow and support our financial advisory practice. This position is responsible for building and maintaining a book of business by developing effective marketing campaigns, converting prospects to clients, and providing personalized financial planning solutions. The ideal candidate is process-driven, proactive, and committed to helping individuals achieve their financial goals through tailored investment, insurance, and planning strategies.

Associate Financial Advisor Responsibilities:

•  Develop and execute a business and marketing plan to attract a defined niche of prospects.
• Convert prospects to clients with an ethical, consultative sales approach; maintain a closing ratio of over 80%.
• Conduct comprehensive financial planning by:
• Recommend appropriate investment and insurance solutions to meet client objectives, including retirement, estate, tax, and business planning needs.
• Maintain ongoing communication and service with clients:

Associate Financial Advisor Qualifications:

• Bachelor’s degree in business, finance, or related field preferred.
• 1–3 years of financial services experience, including client interaction.
• FINRA Series 65 or 66, Series 7, 63
• Strong knowledge of financial planning concepts, investment products, and third-party asset management tools.
• Proficient in financial software and tools such as MoneyGuidePro™, Morningstar®, Excel, CRM systems (e.g., GoldMine), and Wealthscape℠.
• Excellent written and verbal communication skills.
• Self-starter with strong follow-through and attention to detail.

Associate Financial Advisor Benefits:

• Competitive base salary
• Uncapped commission
• Flexible PTO
• Great culture

At Goodwin Recruiting, we are committed to our core values and providing world class customer service. We are committed to helping our clients navigate and comply with the complex and ever-changing labor laws as well as help ensure that in every hiring decision, internally and with our client partners, that all viable candidates are considered, and the most qualified candidate is offered the role. We evaluate the knowledge, skills, and abilities that meet the requirements of the position and aim to open doors and change lives. We value all people, understanding that uniqueness and diversity foster a stronger team that is innovative and brings varying perspectives to the table. We put our money where our mouth is and are proud of our efforts to identify a broad slate of candidates, with many hiring success stories to share.

JOB ID: 159845

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Jeremy Hamon

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