Job summary
Job post source
This job is directly from Guided Financial Advisors
Job overview
The Associate Financial Advisor will assist in managing key areas of the business, focusing on client relationships and comprehensive financial planning.
Responsibilities and impact
Daily responsibilities include managing marketing efforts, building and servicing financial plans, handling administrative tasks, and assisting in client meetings to foster relationships.
Compensation and benefits
Compensation includes a competitive base salary, an upfront commission structure, and quarterly bonus incentives.
Experience and skills
Candidates should have a bachelor's degree in finance or a related field, or 5+ years of relevant experience, and must be able to obtain necessary licenses swiftly.
Career development
Opportunities for growth may include advancing within the firm and gaining further expertise in financial planning and client management.
Work environment and culture
Guided Financial Advisors values integrity, accountability, and diversity, fostering a supportive and ethical work environment.
Company information
Guided Financial Advisors is an independent financial planning and wealth management firm dedicated to aligning clients' values and goals with their financial strategies.
Team overview
The team consists of professionals who share similar values and work collaboratively to support clients' financial success.
Company overview
Guided Financial Advisors is a financial services firm specializing in providing personalized financial planning and investment management solutions to individuals and businesses. They generate revenue through advisory fees, which are often based on a percentage of assets under management, as well as through financial planning services and other related offerings. The company prides itself on a client-centric approach, emphasizing tailored strategies to meet the unique financial goals of their clients. Founded with a mission to empower clients with financial confidence, Guided Financial Advisors has built a reputation for transparency and trustworthiness in the industry. Candidates should be aware of the firm's commitment to ethical practices and continuous professional development, which are integral to its operations and client relationships.
How to land this job
Tailor your resume to reflect your alignment with Guided Financial Advisors' core values of integrity, accountability, and diversity, showcasing how you embody these principles in your professional experience.
Highlight your experience in marketing, case work, and client relationship management, as these are essential responsibilities for the Associate Financial Advisor role.
Apply through multiple platforms, including Guided Financial Advisors' corporate site and LinkedIn, to maximize your application visibility.
Connect with professionals in the financial advisory division at Guided Financial Advisors on LinkedIn, and consider ice breakers like asking about their experience with client strategies or their favorite aspect of working at the firm.
Optimize your resume for ATS by incorporating keywords from the job description such as 'financial planning,' 'CRM,' and 'client meetings' to ensure it passes initial screenings.
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