Associate Financial Advisor

🔥 2 hours ago

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Jambalaya Group

WebsiteLinkedInAll Job Openings

11 - 50 employees

Founded 2001

💼 Consulting

🤝 B2B

🎯 Recruiter

Consulting • B2B • Recruitment

Jambalaya Group is a consulting firm that helps financial advisory practices grow and operate more effectively. They offer hands-on services for advisors and their teams, including practice management, coaching and training, human capital management (recruiting and HR support), business management (valuation, succession planning), practice assessment, and project implementation/support for transactions like mergers and acquisitions. Jambalaya positions itself as a small-business partner focused on people and processes to help advisors transition from successful practitioners to successful business owners.

📋 Description

• Build and nurture client relationships by providing exceptional service and addressing their financial needs. • Assist in preparing for client meetings, ensuring necessary documentation is organized and ready. • Collaborate with advisory team to develop comprehensive financial plans tailored to clients' situations. • Execute trades and transactions accurately and in a timely manner. • Engage with clients to deepen relationships and introduce additional services as appropriate. • Build a book of business through referrals and natural market engagement.

🎯 Requirements

• Book of business required. • Five plus years of experience as a financial advisor. • Hold a Series 7, Series 66, and Life & Health licenses. • CFP designation is a bonus. • Strong interpersonal and communication skills. • Detail-oriented with excellent organizational and time-management abilities.

🏖️ Benefits

• Base compensation starting at $70,000, commensurate with experience. • Bonus opportunities based on performance. • Comprehensive benefits package including PTO and paid holidays. • Remote work.