Financial Advisor 1

Job Description

The Financial Advisor I is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/She shadows the senior financial advisor(s) and principals of the firm to develop a deeper understanding of FSA’s philosophy and approach to investing and participates in client meetings to educate clients and give advice. The Financial Advisor I regularly works in conjunction with client service associates to ensure proper preparation and completion of documentation for client meetings and processing client financial information through various financial planning software tools. Financial advisors meet regularly with the Advice Team to continuously learn, share information on best practices, identify departmental gaps, promote consistency in handling of processes and procedures, and regularly reinforce effective advice strategies that successfully cultivate lasting client relationships built upon the firm’s cultural vision. CFP® designation is preferred but not required. Please note this position is for a financial advisor .

RESPONSIBILITIES:

Client Services

• Establish and maintain lasting client relationships.
• Communicate with clients both verbally and in writing.
• Assist clients with investment and finance-related requests, processing forms, payments,