Jones & Roth is looking for an Associate Advisory to join our growing team. Working directly with the firm’s partners and Advisors, the Associate Advisor will assist with the marketing, sales, financial planning and administrative activities necessary to build and maintain a successful wealth management practice serving the firm’s established client base.
The Associate Advisor will work with the CPA firm clients to provide wealth management services, focusing on 1st Global's Method 10 approach. As an Associate Advisor, you will have access to the following:
Office, computer and financial planning software/tools
Regular client introductions and ability to retain selected existing clients relationships
Marketing support (provided by firm/1st Global)
Payment of licensing and registration fees
Competitive payout on all products used to implement financial planning recommendations (e.g. fee-based investments, brokerage, alternative investments and insurance)
Mentoring from senior financial advisors and firm partners
FINRA Series 7, 66; Insurance life/health license
College degree (with a preferred emphasis in Wealth Management, Accounting or Finance) preferred
Communicates with strong credibility
Develops strong working rapport with others
Working towards or achieved professional designations (CFP, CLU or ChFC)
Minimum 1-3 years of experience in direct sales in the financial services industry with a customer service focus
Experience with financial software packages, such as Morningstar Advisor Workstation and Financial Profiles, beneficial
Demonstrated clear understanding of the wealth management process and an understanding of marketing financial services.
Experience with the accounting profession helpful
Professional image and consultative sales style
Clean U4, credit and background
Jones & Roth - 2 years ago
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Jones & Roth, P.C. is a firm of Certified Public Accountants and business consultants with offices in Bend, Eugene and Hillsboro. The...