As an Associate Advisor at First Pacific Financial, you’ll have many opportunities to expand your skills and grow your expertise. Strong communication, relationship building, and mastering the technical aspects of financial advising will be key to shaping your career path. Working alongside lead advisors, you’ll help to develop comprehensive financial plans and provide tailored solutions to meet each client’s needs.

Responsibilities

Work with advisor team to prepare for client meetings.
Collect, organize, and synthesize client data within a financial planning context.
Actively engage in client meetings to gain exposure and experience.
Perform follow up tasks from client meetings, including but not limited to recording meeting notes, completing additional planning or investment management tasks, and coordinating work with other team members.
Fulfill client service responsibilities including regular client contact and client related communications.
Collaborate with advisor team for client asset management needs, including but not limited to review of client portfolios, coordination of client withdrawal needs, tax strategies for assets under management, portfolio rebalancing, and the implementation of new clients’ portfolios.
Develop and prepare client financial plans and presentations for review by lead advisors with directed opportunities to present during client meetings.
Meet regularly with advisory teams and investment committee to discuss current events and investment management topics.
Participation in advisor excel training and completion of competency checklist to advance on the advisor career path.
Grow and maintain the firm’s community presence.
No cold calling or quotas for client acquisition.

Requirements

Bachelor’s Degree
Series 65 license or equivalent
CFP® designation or coursework towards certification
Detail oriented
Amazing communication skills

First Pacific Financial jobs

First Pacific Financial | Associate Financial Advisor