Associate Financial Advisor

Location: Kansas City, MO
Date Posted: 10-31-2017
Let’s talk about building a rewarding career

Job Description: The Associate Financial Advisor (AFA) participates in the financial advisor training program on a full-time basis and will be partnered with a Senior Financial Advisor. Qualified candidates will enter a comprehensive development and apprenticeship period offering a structured and supportive program designed to reward individual and team contribution while meeting personal, professional and organizational client service and financial goals. The Associate Financial Advisor will be fully trained and supported with the tools, resources, and coaching to serve as an apprentice to a Senior Financial Advisor while providing clients with financial advice consistent with client goals and risk tolerance. The AFA will be tasked to meet with clients, collect financial information, assess investment profile and evaluate client financial needs while providing enhanced service to deepen the relationship. The AFA will work to retain and increase existing client accounts (through developing financial plans and other needs-based solutions) and cultivate new clients over time. The AFA will gain more responsibility as experience increases and will transition from client service to relationship management and ownership. This person must complete online training, participate in classroom training, pass Compliance exams on products and suitability, and complete the activity requirements of the program.

In addition to the professional qualifications outlined above, we are specifically looking for team members who have the following background:
•Energetic self-starter who is flexible, conscientious, proactive, and detail-oriented
•Powerful communicator who reflects professional presence and is confident in interactions with clients and business partners
•Self-driven, independent team member who effectively prioritizes and executes tasks and embraces new challenges
•Highly dynamic individual who thrives in an interdependent team environment

IMPORTANT INFORMATION:
•After submitting your application, please monitor your e-mail for future communications
•Once your application is received,  will make initial contact with you via e-mail
•Please ensure your contact information (e-mail address and phone number) is current in your  Jobs Profile
•If your contact information has changed, please update prior to applying to this position. Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities 


Required Qualifications

•1+ year of experience of one or more of the following customer service, sales, or relationship building or 6+ months of experience in financial services or BS/BA degree or higher or 3+ years of military experience

Desired Qualifications

•Ability to work effectively in a team environment and across all organizational levels where flexibility, collaboration, and adaptability are important
•Excellent verbal, written, and interpersonal communication skills
•Established network in the local market
•A BS/BA degree or higher
•Brokerage industry experience
•Financial services experience


Job Expectations

•Registration for FINRA Series 7 and Series 66 (or 63 & 65) or FINRA recognized equivalents must be obtained to remain in this position.
•Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. In addition to state registration, specific product licenses or SAFE licensing may apply. 
Very competitive salary and benefits!
Great company to work for!
Full relocation package is available!
Don't miss out! Apply now and we'll be in touch immediately with more specific details, salary information and to answer any questions!!

This position does NOT provide sponsorship so please do NOT apply if you require sponsorship.  Thank You

KP Recruiting Group 
"Bringing Talent to the Marketplace"

KP Recruiting Group is a well established and very respected recruiting firm.  We have built a strong reputation as a premier resource for providing highly qualified candidates for our clients.  We are very experienced in many industries and have a wide range of clients.  We will serve as your advocate during your career search!  Let us do the work for you!  There is never a fee for our services!



 
or
this job portal is powered by CATS