Associate Financial Advisor

About the role

Our client, Triangle Financial, is hiring an Associate Financial Advisor. ABOUT TRIANGLE Triangle Financial is a small, independent, female-owned Financial Advisory firm that takes a holistic, compassionate approach to financial planning. The firm has been in business for 40 years, 20 under the same management. They offer financial planning services including wealth management and retirement planning for businesses, nonprofits, and individuals. At Triangle, they are dedicated to growing their clients' portfolios and preserving assets. They treat clients as partners first and work collaboratively to understand their current situations and create action plans that align with their visions.

What you'll do

• The Associate Advisor will empower clients to achieve their life goals and passions through financial planning.
• Success in this role depends on precision and initiative, balancing detail-oriented work with big-picture thinking.
• The Associate Advisor will: Act as the guardian of all client data, ensuring that the CRM and financial management systems are up to date
• Prepare and draft financial planning documents
• Lead meeting preparation, documentation, and follow-up items for most client meetings.
• Act as the gatekeeper for the client plan implementation process by reviewing paperwork for accuracy and ensuring timely completion of implementation
• Support lead and senior advisors in divorce financial analysis services
• Perform day-to-day client services and help maintain client relationships.
• Work with senior and lead advisors to develop and implement investment management strategies
• Complete 500 Billable Hours/Year; 10

What you'll bring

• Bachelor's Degree SIE, Series 66, Life and Health (or ability to complete certifications within first 180 days of employment)
• Proficiency with Microsoft Office Experience handling client questions, inquiries, and resolving problems.
• Good time management, organization, interpersonal, and communication skills.

Benefits

• 401(k) matching Dental insurance
• Health insurance Life insurance
• Paid time off
• Parental leave Professional development assistance
• Retirement plan Vision insurance