Associate Advisor - Catalyst Retirement Advisors

We are seeking an Associate Advisor to join our Catalyst Retirement Advisors team. We are a team of passionate individuals that take pride in offering comprehensive financial services to our clients. Our goal is to help our clients achieve their financial objectives and provide them with peace of mind. As an Associate Advisor, you will work alongside an experienced financial advisor, participate in client meetings, and get hands-on experience in creating and implementing financial plans.

Responsibilities

• Actively participate in the development and implementation of financial plans
• Research and analyze investment opportunities, provide market insights to advisors and clients
• Monitor and review client accounts, ensure that they are aligned with their financial objectives
• Participate in client meetings, prepare agendas, and follow up on action items to ensure that client needs are met
• Gather and analyze client data to understand their financial needs and recommend appropriate strategies to achieve their goals
• Stay up-to-date on industry trends and best practices and share this knowledge with the team
• Build and maintain strong relationships with clients and act as a point of contact

Requirements

• Series 7, 63, and/or 65 licenses preferred or the ability to obtain them within 90 days of hire
• Bachelor’s degree in finance, business, or a re.lated field
• Desire to earn CFP designation in 2-3 years
• A minimum of 2 years of experience in the financial services industry
• Excellent communication and interpersonal skills
• Detail-oriented and able to multi-task in a fast-paced environment
• A passion for helping clients achieve their financial goals
• Strong knowledge of financial products, markets, and procedures

Benefits

• Retirement plan with company match
• Educational allowance for pursuing CFP designation
• Health insurance offered
• Unlimited vacation
• Base salary ($70,000-$90,000 depending on experience) with bonus
• Disability coverage