Position Overview

The primary role for this position is to gather, review and analyze data, and prepare financial plans for clients under the supervision of a Senior Financial Advisor. Junior Advisor must have all the licenses or in the process of acquiring the proper registration.

Responsibilities

· Participate in Client Meeting in collaboration with Financial Advisor

· Manage and resolve client service problems

· Enter data into software and create financial plan

· Coordinate with home office to resolve any issues that may arise

· Rebalance client portfolios

· Build and maintain client relationships

· Communication with clients

· Run RMD reports and make withdrawals

· Prepare for and complete registration, licensing, continuing education requirements or financial planning courses

· Participate in Seminars/Educational Classes

· Prepare preliminary recommendations

· Run hypothetical illustrations

· Prepare charts, graphs, and other visual aids to be used in implementation meetings with clients

Job Type: Full-time

Pay: $65,000.00 - $75,000.00 per year

Benefits:

401(k) matching

Experience:

Financial services: 2 years (Required)

License/Certification:

Series 7 (Required)
Insurance Producer License (Required)

Ability to Commute:

Moon Township, PA 15108 (Preferred)

Work Location: In person

Canella Financial Group, Inc

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