Associate Financial Advisor
: Job Details :

Associate Financial Advisor at Kiker Wealth, Jasper, GA

At Kiker Wealth, we are a thriving financial services firm, where we treat our team like the valued professionals they are. Our culture in Jasper, GA reflects a shared commitment to building lasting relationships with our clients and helping them achieve their financial goals.

Who We Are

As a full-service, independent advisory firm, Kiker Wealth is dedicated to guiding our clients towards financial success at every stage of their lives. Our approach is rooted in collaboration, creating customized solutions, and developing sound financial plans that address our clients' unique needs.

The Role

As an Associate Financial Advisor, you will play a pivotal role in supporting our financial advisors and clients. Your responsibilities will include:

• Client financial analysis
• Account rebalancing and trading
• Investment model maintenance and investment research
• Troubleshooting with performance reporting
• Creating performance reports
• Generating client reports and proposals
• Paperwork related to private placements, investments, and qualified accounts
• General account administration questions
• Assist in creating and preparing client marketing materials in conjunction with other departments
• Staying up to date with the markets and how they affect our clients

You'll be the go-to person for standard day-to-day client account requests and contribute significantly to the comprehensive financial services we provide.

Who You Are

As a dynamic individual thriving in a fast-paced environment, you possess strong problem-solving skills and an unwavering client-focused approach. You are poised to make significant contributions to our robust and growing wealth management practice. Your proficiency in technology, organizational skills, adept interpersonal communication, and keen attention to detail make you the ideal fit for our team.

Requirements

Required Skills / Licenses:

• Strong understanding of financial planning concepts.
• Familiarity with financial planning software and tools.
• Proficiency in MS Office and CRM software.
• Excellent multitasking and problem-solving abilities.
• Series 7, SIE, required
• Series 63, 65, or 66, Life and Health a plus!

Benefits

• Salary range - 65k - 120k, DOE
• 401(k) with 3% match
• PTO
• Paid training
• Bonus opportunities

If you are ready to bring your expertise as a Associate Financial Advisor to Kiker Wealth and contribute to our mission of delivering exceptional financial services, we eagerly await your application!