Financial Advisor Part-Time Client Associate

Job Posted: 17.11.2021 2:22:30

I am a financial advisor who has been in practice for 3 years looking to bring on a part-time team member to help with client relationship management (to start). This role will start at 1-2 hours per day @ 5 days a week. Income will progressively increase as the role and time commitment of the Client Associate increase. The plan is to scale this position into a full-time role as training is completed along with the growth projections of the business. The business has grown by over 50% each year and projections point in the right direction for this growth rate to continue. As the business continues to scale the Client Associate role will evolve to a full-time position. The full-time position will then evolve to a Senior Client Associate on a fixed and full-time salary with full benefits offered.

If you have little to no experience in financial planning, or financial services THAT IS OKAY! I am designing this role to ease you into my business, and the industry.

*** I AM looking for a long-term, and prosperous relationship. I am NOT looking for people that have a history of being late to meetings, or not attentive to daily tasks and processes being asked of them. The work we do is very impactful, and important. In the process, whoever I select will be jumping on board a rocket ship of a business. I cannot stress enough that this role will be life changing for whoever jumps on it.***

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