Certior Financial Group, an independent financial planning and wealth management firm, located in King of Prussia PA is looking to fill a full time Associate Financial Adviser position. Our firm is looking for an outgoing and driven professional to help serve our growing family of clients and enhance their overall experience. This is a salaried position that will provide a career path to becoming a Senior Financial Adviser, with long-term firm management and partnership opportunities. It is important that the candidate possesses strong work ethic, motivation and interpersonal skills.
Participate in client meetings and manage follow-up tasks
Interact with firm clients to provide ongoing service and support
Allocate and rebalance client investment accounts
Assist with creating and updating client financial plans
Monitor and completeaccount service items
Participate in the research, analysisand monitoring of various investmentstrategies
Learn and support firm wide business development and marketing initiatives
The ideal candidate should possess as many of the following:
Basic working knowledge of CRM Software (Salesforce, Redtail, etc.)
Familiarity with account aggregation software (i.e. Black Diamond, eMoney, etc.)
Proficient working knowledge of Microsoft Office
Excellent phone etiquette, organization skills, and the ability to multi-task
Additional Salary Information: Comprehensive benefits package with profit sharing and dynamic compensation structure. We provide financial support for education, certifications and licenses along with individualized mentoring and career development.
About Certior Financial Group
Certior Financial Group, an independent financial planning and wealth management firm, located in King of Prussia PA.
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