Associate Financial Advisor

100 2ND AVENUE SOUTHonsitejunior

Posted 3 days ago · via Workday

About this role

Job Description What is the opportunity? The objective of the Associate Financial Advisor role is to participate in and successfully complete the licensing process and gain industry experience in order to prepare for a career as a Financial Advisor (FA). The Associate Financial Advisor’s goal is to learn and integrate key business-building knowledge and competencies which FAs must have to help attract and retain clients through helping them achieve their financial goals. What will you do? Study for and obtain the Associate Financial Advisor program’s required licensing Study and pass series 7 exam. Study and pass series 66 and life and health insurance exams.…

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What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: express

2

Level fit

This role is junior-level. We check your trajectory against it.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in 100 2ND AVENUE SOUTH. We weight your proximity and willingness to relocate.

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Skills in this role

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express

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