Associate Financial Advisor

Associate Financial Advisor | Billings, MT (Hybrid)

Financial Advisory firm seeks driven hire to build a base of clients, create a unique client experience and help clients achieve financial goals.

Responsibilities :

Develop / implement annual marketing plans to acquire clients; drive client acquisition via referral program / network marketing / natural markets; contact clients / prospects to set up meetings; coordinate seminars / client appreciation events; implement online marketing initiatives (website / social media); implement local advertising / media relations

Identify clients to engage in planning relationships; prepare planning discussions / deliverables for meetings; gather / enter client data into Financial Planning Tool Suite; perform case analysis and develop recommendations; conduct / participate in client meetings to deliver recommendations / advice

Assess client's risk tolerance / goals / time frame; recommend portfolio / product solutions that persuade clients based on their needs; develop product deliverables; conduct transactions / execute trades to align with portfolios; monitor economy / markets / world events to determine strategic rebalancing; manage wholesaler relationships

Review / implement work methods and procedures for quality improvement; delegate work; provide feedback / training / support; set up and maintain files / records / client management system; ongoing communication with clients via email / phone / mail

Requirements :

Bachelor's degree and 2+ years' related experience; current client database preferred

Must have (or be able to obtain) Series 7, Series 66 and State life / accident / health insurance licenses

Ability to source prospective clients / present planning strategies; entrepreneurial desire to grow business with initiative in business development; ability to recommend suitable investment products / services; success at planning / managing resources; high level of interpersonal skills; ability to support / provide guidance for compliance