Associate Financial Advisor

Are you a real go-getter looking for an opportunity to join a progressive team with a fantastic culture and opportunities?

Our client is looking for an Associate Financial Advisor to join their team. This advisor will support the development of the organization through business development and portfolio management of life, group, and wealth management customers. The Associate Financial Advisor will prospect and sell across all lines of business, making informed product recommendations, while managing existing accounts for growth opportunities and to address customer questions or concerns. Additionally, they will contribute to the development of annual marketing plans, outlining strategies and activities for individual and organizational success.

Responsibilities:

1. Prospect and sell across all lines of business.
2. Make informed product recommendations.
3. Manage existing accounts for growth opportunities.
4. Address customer...