Associate - Ascend National Wealth Advisors
Responsibilities
- Learn and understand the entire operation of Ascend National Wealth Advisors
- Participate in Joint Fieldwork with the advisors and affiliates of Ascend National Wealth Advisors to build expertise and learn best-practices within the industry
- Meet with new and existing clients to build a book of business and grow relationships
- Solicit and sell appropriate products, complete applications, write recommendations, and service existing clients/contracts
- Position products, services, and strategies to help clients gain financial clarity
- Maintain existing client relationships through processing of client request, resolving client questions, and making sure client information and documentation are up to date
- Build proficiency in common advice tools and platforms like Salesforce, Money Guide Pro, What-If Tax, etc.
- Participate in events to attract new clients and provide financial education to the local community
- Research and respond to client inquiries
- Finalize, submit, and track all client paperwork for account and application changes
- Collaborate with Lead Advisor on complex scenarios
- Schedule, prep, and document all your client meetings
Requirements
- Must be fully Licensed: Securities registration required- SIE, Series 7 and 66 (or 7, 63 & 65); Life, Health, and Annuities registration required
- Five years’ experience in the financial services industry, preferably as an advisor
- Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
- Able to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
- Able to maintain integrity of sensitive/confidential information
Characteristics
- Self-motivated, independent, and driven to succeed with a strong growth mindset
- Motivated by helping others and relationship-oriented
- Natural coach or guide with strong interpersonal skills
- Passionate about living a life of generosity by serving others, not just selling products
Benefits
- Generous Paid Time Off
- 401(k) with employer match
Pay
TBD
Schedule
TBD
Qualifications
None specified
Skills
None specified
Benefits
- Generous Paid Time Off
- 401(k) with employer match
Benefits
- None specified
Pay
TBD
Schedule
TBD
Qualifications
None specified
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- None specified
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TBD
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TBD
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TBD
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TBD
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- None specified
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TBD
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TBD
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- None specified
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TBD
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TBD
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TBD
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TBD
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- None specified
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TBD
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TBD
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- None specified
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TBD
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TBD
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TBD
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TBD
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- None specified
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TBD
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TBD
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TBD
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TBD
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TBD
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TBD
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TBD
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TBD
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TBD
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TBD
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TBD
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TBD
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TBD
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- None specified
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TBD
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TBD
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- None specified
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TBD
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TBD
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TBD
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TBD
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TBD
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TBD
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