Associate Financial Advisor
This job is no longer available
There are still lots of open positions. Let's find the one that's right for you.
About The Position
Step into an instrumental role. Help conduct the smooth operation of a fast-paced-and friendly-financial planning office. Work as an employee of an independent advisor franchisee, De Vita & Associates with a financial advisory practice of Ameriprise Financial in Jericho, NY. Assist in daily business operations. The associate financial advisor will assist financial advisor in working with clients to help them achieve their financial goals. The employing franchise owner will lead you as you hone your skills and build a base of clients which you service. As an associate financial advisor, you will be instrumental in creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities. This role provides client relationship support through managing, gathering and analyzing client data, helping prepare financial plans and other client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages small business as usual projects such as organizing a client seminar.
