Associate Financial Advisor

Associate Financial Advisor at Kiker Wealth, Jasper, GAAt Kiker Wealth, we are a thriving financial services firm, where we treat our team like the valued professionals they are. Our culture in Jasper, GA reflects a shared commitment to building lasting relationships with our clients and helping them achieve their financial goals.Who We AreAs a full-service, independent advisory firm, Kiker Wealth is dedicated to guiding our clients towards financial success at every stage of their lives. Our approach is rooted in collaboration, creating customized solutions, and developing sound financial plans that address our clients' unique needs.The RoleAs an Associate Financial Advisor, you will play a pivotal role in supporting our financial advisors and clients. Your responsibilities will include:Client financial analysisAccount rebalancing and tradingInvestment model maintenance and investment researchTroubleshooting with performance reportingCreating performance reportsGenerating client reports and proposalsPaperwork related to private placements, investments, and qualified accountsGeneral account administration questionsAssist in creating and preparing client marketing materials in conjunction with other departmentsStaying up to date with the markets and how they affect our clientsYou'll be the go-to person for standard day-to-day client account requests and contribute significantly to the comprehensive financial services we provide.Who You AreAs a dynamic individual thriving in a fast-paced environment, you possess strong problem-solving skills and an unwavering client-focused approach. You are poised to make significant contributions to our robust and growing wealth management practice. Your proficiency in technology, organizational skills, adept interpersonal communication, and keen attention to detail make you the ideal fit for our team.RequirementsStrong understanding of financial planning concepts.Familiarity with financial planning software and tools.Proficiency in MS Office and CRM software.Excellent multitasking and problem-solving abilities.Series 7, SIE, requiredSeries 63, 65, or 66, Life and Health a plus!BenefitsSalary range - 65k - 120k, DOE401(k) with 3% matchPTOPaid trainingBonus opportunitiesIf you are ready to bring your expertise as a Associate Financial Advisor to Kiker Wealth and contribute to our mission of delivering exceptional financial services, we eagerly await your application!