Associate Advisor

Willenborg Wealth Management

Remote
Remote
Client relationship management
Financial advice
Trade execution
Willenborg Wealth Management is seeking an Associate Advisor to enhance client relationships and support the firm's growth. The ideal candidate should have experience in client relationship management, strong communication skills, and relevant licenses such as the Series 7 and SIE

Job Summary

  • Strive to deliver superior service and sound financial advice to clients.
  • Manage and deepen client relationships with effective communication and personalized attention.
  • Actively engage in available training and professional development opportunities.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking an Associate Advisor to enhance client relationships and support the firm's growth. The ideal candidate should have experience in client relationship management, strong communication skills, and relevant licenses such as the Series 7 and SIE.

Skills & Requirements

Must-have

  • Client relationship management
  • Financial advice
  • Trade execution
  • Financial reporting
  • Client meetings

Nice-to-have

  • Collaboration and transparency
  • Positive attitude and strong work ethic
  • Community networking

Key Requirements

  • 13 months to 3 years of experience
  • Bachelor's degree
  • SIE, Series 7, Series 63, 65 and/or 66 licenses
  • Proficiency in Microsoft Office Suite
  • Familiarity with financial planning software

Work Rights

Not specified

Tailored Resume

Cover Letter