Associate Advisor

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At Precision, we're passionate about shaking up the wealth advisory industry while restoring trust and integrity. We're looking for an Associate Advisor to join our team and support our mission to provide top-notch investment management and financial planning services.

This is the perfect role for someone who wants to transition into an advisory position without the pressure of finding new clients right away. We value a "we first, not me first" attitude and are committed to serving both our clients and each other.

In this fast-paced role, you'll be a key point of contact for our clients, correspond with prospects, and assist with research and presentations. You'll also maintain documentation and databases, and assist with other lines of business as needed.

We're looking for someone with some experience in financial services or business, but it's not required. We value initiative, analytical and critical thinking skills, problem-solving abilities, and strong communication and organizational skills.

ESSENTIAL JOB FUNCTIONS:

  • Serving as a key point of contact for the firm’s clients, providing financial reviews and annual investment evaluations

  • Corresponding with prospects and clients via email, phone, virtual meetings, other

  • Developing and maintaining documentation of all prospect and client activity, monitoring new business

  • Staying in regular contact with the lead advisor and team members, keeping apprised of progress and areas of opportunity

  • Assisting with research and development, preparing presentations to prospects and clients

  • Updating and maintaining various databases for client relationship management and to organize client records and case files

  • Assist in other lines of business such as life insurance, as needed.

  • Other as necessary

EXPERIENCE:

  • Some experience as either a financial services professional (preferred, not required), or undergraduate experience in business or a financial internship or co-operative program

  • FINRA Series 6 or 7, 63, (and 65 if part of a Registered Investment Advisory firm) is a plus, not required until obtained on the job

  • Life and health insurance license is a plus, not required until obtained on the job

  • Previous sales experience is helpful

REQUIRED SKILLS:

  • Demonstrated ability to develop and cultivate relationships

  • High degree of initiative with excellent analytical, technical, and critical-thinking skills

  • Excellent at problem-solving and communicating

  • Demonstrated organizational and time management skills

  • Ability to handle multiple tasks under pressure

  • Excellent reading, writing, grammar, spelling, punctuation, proofreading and formatting

  • Proficient with MS Office

Please send resume to [email protected] (Do not call the office to apply.)

Securities offered through Cetera Wealth Services, LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member  FINRA/SIPC, Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.

Cetera Networks, Cetera Wealth Management Group, Cetera Wealth Partners, and Summit Financial Networks are all distinct communities within Cetera Wealth Services, LLC.

Investments are: • Not FDIC/NCUSIF insured • May lose value • Not financial institution guaranteed • Not a deposit • Not insured by any federal government agency.

This site is published for residents of the United States only. Financial Professionals of Cetera Wealth Services, LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Wealth Services, LLC site at www.cetera.com/advisors.
 

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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