Financial Advisor Associate

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We are looking for a motivated and client-focused Associate Financial Advisor to help expand and support our growing financial advisory practice. This role is responsible for developing and managing a book of business by executing effective marketing strategies, converting prospects into clients, and delivering personalized financial planning solutions. The ideal candidate is proactive, process-driven, and passionate about guiding individuals toward their financial goals through tailored investment, insurance, and planning strategies.

Financial Advisor Associate Responsibilities:

• Develop and implement a business and marketing plan to attract a defined niche of prospects.
• Convert prospects into clients using an ethical, consultative sales approach, maintaining a closing ratio above 80%.
• Conduct comprehensive financial planning, including recommending appropriate investment and insurance solutions tailored to client objectives such as retirement, estate, tax, and business planning needs.
• Maintain ongoing communication and service to support client relationships.

Financial Advisor Associate Qualifications:

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

Financial Advisor Associate Benefits:

• Competitive base salary.
• Uncapped commission potential.
• Flexible PTO.
• Supportive and dynamic company culture.

This role offers an exciting opportunity for a driven professional to build a thriving financial advisory practice while delivering meaningful financial solutions to clients. If you're ready to take the next step, we’d love to connect!

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: 159944

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Eric Babalis

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