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Associate Financial Advisor

Core Group Resources
Albuquerque, NM
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Associate Financial Advisor

The Associate Financial Advisor works side by side with our experienced Lead Advisors to provide clients with exceptional financial planning, service, and investment advice. This role is an entry position with the training and education support to grow into a Lead Advisor within 3-5 years.

Skills and Qualifications

  • Undergraduate degree
  • Industry experience, licensing (Series 65), and designations preferred but not required
  • CKA and CFP designations required within 3 years of hire
  • Ability to work independently and within a team
  • Strong verbal and written communication skills
  • Strong analytical and problem-solving skills
  • Proficiency in Microsoft Office and
  • Ability to prioritize and manage multiple time-sensitive tasks

Responsibilities

  • Support Lead Advisors with engaging new clients in a three-meeting onboarding process
  • Execute data gathering, data entry and analysis to support financial plan construction
  • Support client review meetings by recording notes, managing follow-up, and executing action items
  • Support client service
  • Participate in weekly investment committee meetings
  • Support business development efforts including thought leadership and client/prospect events

Salary and Benefits

  • Base salary and variable quarterly compensation
  • 401(k) with employer match
  • Group health insurance with employer contribution to premium
  • Disability and life insurance
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Company Description
Core Group Resources is the bridge that connects the maritime, marine offshore, oil & gas, petrochemical, and environmental industries. Our in depth knowledge of these fields can help you navigate these quickly expanding markets.

Core Group is actively assisting companies hiring top-notch marine engineers, operations, and commercial candidates with our expertise in these industries. Candidates seeking navigation into these industries, let us chart your career here. We have mapped out all verticals in this space and know where professionals are best poised for rapid career growth.

With strong projected growth in these sectors, now is the time to partner with the leading Houston-based recruitment firm of Core Group Resources.

We Offer:
Direct Hire, Executive Search, Contract Recruitment, and Recruitment Process Outsourcing

Contact us today to learn more about how we can partner with you. Email info@coregroupresources.com to get started.

Core Group Resources

Address

Albuquerque, NM
USA

Industry

Finance and Insurance

View all jobs at Core Group Resources