Associate Advisor - Remote flexibility
Company: Francis Financial, Inc.
Location: Kansas City
Posted on: January 16, 2022
An Associate Advisor is responsible for independent, ongoing
management of existing client relationships with the support of
more senior advisors. You will help formulate and implement
investment and financial planning advice.
Job Responsibilities include but are not limited to:
Assisting senior advisors with ongoing management of existing
client relationships as well as working with new clients
Attending client meetings and fielding basic and general
administrative, financial planning and investment questions
Gathering client data, inputting data in relevant financial
planning software under the guidance of more senior advisors
Generating client quarterly portfolio performance reports and other
standard reports needed in client meetings
Creating initial investment allocation proposals for clients
Placing buy/sell orders in client accounts under the direction of
Researching topics related to investments and financial planning,
Identifying and pursuing appropriate educational qualifications for
Skills & Qualifications
0-4 years of experience
A degree in finance or related field from an accredited four-year
GPA of at least 3.5
A desire to work towards and pass the exam to become a Certified
Financial Planner -
Strong analytical skills and interpersonal skills
Sharp attention to detail
Impeccable ethics and integrity
Excellent written and verbal communications skills
Team player and problem solver
Passionate about helping others and love working with a team
-High regard for Francis Financial's core values: Passion for
excellence; Integrity; Compassion; Communication; Supportive
About the company: Francis Financial is an independent, fee-only,
boutique wealth management, financial planning and divorce
financial planning firm based in New York City, dedicated to
providing ongoing comprehensive advice for women. Our firm has a
fun and fast-paced environment. The firm has 100% female ownership,
and a deep commitment to each team member's goals and career
dreams. We have a fully developed career path for all financial
advisors in the firm.
Added Benefits Include:
Insurance - Medical Plan, Dental, Vision, Life and AD&D,
Long-Term Disability, Short-Term Disability, Flex Spending
Retirement - Generous Profit-Sharing Plan, Traditional and Roth
401(k), Defined Benefit Plan.
Education - Tuition reimbursement for all Financial Planning
Programs and Designations including Exam Fees.
Equipment - Generous cell phone, cell phone service costs and
laptop stipend. At-home set-up provided by Francis Financial as
well as in-office technology equipment suite.
Extra Perks - Monthly education programs, virtual team retreats and
happy hours as well as personal training sessions for the team
twice a month. Generous vacation, parental leave and sabbaticals
for long-term employees.
Giving to Charity - Several team members also give back to charity
helping women in need through the non-profit called Savvy Ladies,
which the firm owner founded two decades ago.
Remote Work Environment - The team gathers two times a month in the
physical office in downtown New York City. Therefore, the candidate
should live within a few hours of New York City. Summer months are
fully remote so candidates can spend time with their families and
loved ones anywhere in the world.
Compensation : We offer a competitive salary with bonuses and
Starting Date: We are looking for a hire starting as soon as
Please submit your resume and cover letter explaining why you want
to work with our Francis Financial team to
For more information about Francis Financial, Inc. please see our
Keywords: Francis Financial, Inc., Kansas City , Associate Advisor - Remote flexibility, Other , Kansas City, Kansas
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