BIONDO Perspectives

November 19th, 2018

Job Posting: Full-time Associate Advisor

The firm is seeking a full-time Associate Advisor based in Milford, PA with 1 to 2 day weekly rotation in Sparta, NJ.  Compensation includes base comp/revenue sharing/bonus/benefits.

Position Summary:  The Associate Advisor is responsible for managing and cultivating assigned client relationships that includes financial planning utilizing eMoney, portfolio reviews, assigned client touches and relationship building.  This position is also tasked with facilitating organic growth within the assigned relationships by obtaining additional investable assets, cross-selling opportunities and developing new relationships through introductions.  Additional responsibilities include servicing existing 401(k) and Simple IRA plans, supporting insurance business and participating in the firm’s client events.

Qualifications:

  • Bachelor degree in generalized study or related field
  • Series 65 license and insurance license preferred
  • CFP designation or requirement to obtain designation within an appropriate timeframe based on industry experience or three (3) years
  • Strong writing and oral communications skills
  • Strong technology background; demonstrated proficiency in MS Office; working knowledge with financial software tools
  • Exceptional business integrity and work ethic
  • Excellent customer service and interpersonal skills
  • Commitment to team

 

Qualified candidates may apply by submitting their resume to pmsingleton1@thebiondogroup.com

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