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Associate Financial Advisor Eaton-Cambridge Inc.

Company: Financial Planning Association
Location: Scottsdale
Posted on: November 26, 2022

Job Description:

This position will combine associate advisor and paraplanner responsibilities with a career path of an advisor. This position will support the firms lead advisors in serving current client needs on a day-to-day basis. In addition, the position will play a critical role with new and prospective clients using our discovery process to quantify the value we can offer above and beyond their current situation. We strive to surprise and delight our clients. Along with all teammates, you will find unique ways to deliver on that goal. Core Responsibilities:

  • Develop and update financial plans for current and new clients. Be comfortable conversing with clients and participating in client planning dialogs.
  • Document meeting notes and tasks as a result of client meetings, assuring we deliver on all tasks we promise to deliver on.
  • Use analytical capacity to determine and recommend solutions in advanced areas such as retirement planning, tax-efficient distribution planning and investment strategies, social security claiming strategies, employer stock and option planning, deferred compensation planning, pension analysis, estate planning, insurance review and analysis, tax loss harvesting, etc.
  • Use tax background to address tax specific questions for clients, and work with the firm's other advisors to formulate solutions.
  • Excellent verbal and written communication skills.
  • Work with other team members to evaluate/lead new firm-wide strategic initiatives.
  • Promote a culture of compliance by following and enforcing firm policies and procedures and all applicable compliance rules and regulations.
  • Actively participate in industry/community organizations. Education/Experience/Technical Qualifications:
  • CFP or CPA certification preferred (Required within 24 months of hire).
  • Minimum of 3 years of financial planning and/or investment advisor experience with direct client responsibilities.
  • Series 65 securities registration required (or completed within 6 months of hire).
  • Knowledge and experience with financial planning software
  • Highly analytical and proficient in Microsoft Excel.
  • Track record of establishing and maintaining successful interpersonal relationships. NOTES:
    Additional Salary Information: Depending upon experience
    Internal Number: 1 About Eaton-Cambridge Inc. At Eaton-Cambridge our goal is to help you gain clarity and confidence around your financial goals, so that together, we can build a Bright and Confident Future for you and your family. To Apply: https://www.linkedin.com/search/results/people/?company=Eaton-Cambridge%20Inc.&sid=%3BT3 and "Message Marc Giannone FPA of Greater Phoenix
    c/o Premium Organization
    PO Box 4130, Scottsdale AZ 85261
    Email Us: info@fpaofphoenix.org Office Hours:
    Mon-Thurs: 9:00AM - 5:00PM
    Fri: 9:00AM - 1:00PM
    Phone: 480-483-9035
    Fax: 480-922-5283 Connect with Us!
    Website Development byFinancier SEO - a digital marketing agency focused on helping financial advisors and planners excel with digital campaigns. We are proud of our ongoing relationship with FPA of Greater Phoenix.

Keywords: Financial Planning Association, Scottsdale , Associate Financial Advisor Eaton-Cambridge Inc., Accounting, Auditing , Scottsdale, Arizona

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