Match score not available

Financial Associate

Remote:

Full Remote

Contract:

Freelance

Experience:

Junior (1-2 years)

Work from:

United States

Offer summary

Qualifications:

At least 1 year of experience in financial services, Solid experience in a similar role.

Key responsabilities:

Acquire and manage relationships with corporate clients
Suggest trade ideas and advise clients on positions
Develop strong internal relationships for service delivery
Analyze risk appetite and propose investment solutions
Ensure compliance with guidelines and regulations

Experior Financial Group Financial Services Startup https://experiorfinancial.com/

11 - 50 Employees

See more Experior Financial Group offers

Job description

Experior Financial Group is a financial services company that helps individuals and businesses with their financial planning. They offer services like insurance, investments, retirement planning, estate planning, and debt management.

Company Details

Founded: 2014
Headquarters: Guelph, Ontario, Canada
Services: Insurance, investments, retirement planning, estate planning, and debt management.
Network: Advisors across Canada and the U.S.

Company Culture

Experior Financial Group values integrity, professionalism, and teamwork. They encourage advisors to grow their businesses and build strong client relationships in a supportive and collaborative environment.

Key Aspects Of The Culture Include

Entrepreneurial Spirit: Advisors can run their own practices with company support.
Continuous Development: Ongoing training and learning opportunities.
Client Focus: Prioritizing personalized financial solutions for clients.
Collaboration: A sense of community and teamwork among advisors.

Benefits

Experior Financial Group offers several benefits to advisors and employees:

Training Programs: Extensive training resources.
Flexible Work Environment: Flexible schedules and work locations.
Competitive Compensation: Performance-based pay.
Mentorship and Support: Guidance from experienced professionals.
Advanced Technology: Modern tools for efficient work.
Health and Wellness: Benefits supporting health and well-being.

Experior Financial Group provides a supportive environment for advisors to thrive and deliver excellent service to their clients.

The Role

You Will Be Responsible For

Acquiring and managing relationships with corporate and institutional clients in your area of focus to achieve sales targets and business objectives.
Suggesting trade ideas in line with the client's financial goals and order taking.
Advising clients on entering and exiting financial positions.
Developing strong internal relationships to optimise service delivery and ensure all practices are in line with internal guidelines and statutory requirements.
Partnering with the client relationship managers to provide timely and relevant investment advisory services to clients.
Analysing clients' risk appetite, investment preferences and return expectations and proposing investment solutions accordingly.
Analysing investment portfolios to determine asset re-allocation opportunities.
Developing, reviewing, and making recommendations for changes in investment policies based on market conditions.
Complying with internal guidelines and regulatory requirements.

Ideal Profile

You have at least 1 year experience including solid experience in a similar role within Financial Services.
You are highly goal driven and work well in fast paced environments
You are a strong team player who can manage multiple stakeholders
You are a strong mentor and coach who can build high performing teams

What's on Offer?