Associate Financial Advisor
Munn Gray & Associates - Dallas
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Overview
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Overview
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We help clients plan and invest for the long term with a focus on avoiding big losses. ?Message me to learn more!
Company Description
Munn Gray & Associates is a team of financial planning and investment management professionals with over 50 years of combined experience. We specialize in helping individuals transition from the accumulation phase of their lives to the distribution phase, ensuring they enjoy the retirement theyve envisioned. Each of our team members brings their expertise in areas such as planning, investments, insurance, and retirement plans. We are independent of Raymond James Financial Services and are dedicated to providing personalized, top-quality service.
Role Description
This is a full-time role for an Associate Financial Advisor located in Dallas, TX, with potential for some work-from-home opportunities. The Associate Financial Advisor will assist clients with financial planning, retirement planning, tax planning, and cash flow management. Responsibilities include conducting financial assessments, creating financial plans, managing client portfolios, and providing ongoing financial guidance. The role also requires staying informed about financial markets and legislative regulations.
Qualifications
- Financial Planning and Retirement Planning skills
- Expertise in Investments, Finance, and Financial Advisory
- Strong analytical and critical thinking skills
- Excellent communication and interpersonal skills
- Bachelors degree in Finance, Economics, Business, or a related field
- Relevant certifications such as CFP (Certified Financial Planner) preferred
- Proficiency in financial software and Microsoft Office suite
- Ability to work independently and as part of a team
Seniority level
- Entry level
Employment type
- Full-time
Job function
- Finance and Sales
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