Long-term relationships that encourage open and effective communication have been the cornerstone of our success.
We are hiring!
The Associate Financial Advisor/Paraplanner works directly with the Lead Financial Advisor to assist with investment and financial planning needs of clients. This role is a key member of the service team for all clients. The Associate Advisor/Paraplanner has service and financial planning responsibility with assigned client groups and assists the Lead Advisor in gathering, reviewing, and analyzing data to prepare financial plans for clients.
The ideal candidate is organized, takes ownership of their role, is proactive, and passionate about delivering service at or above the Single Point standard. They have a high comfort level with technology and ask questions when needed. They enjoy working as part of a team and are equally capable of working independently to achieve individual and team goals. And they want to grow long-term within our expanding organization. This can be either a part-time or full-time position.
This position is responsible for, but not limited to the following:
Compensation and Benefits:
Do you have a passion for helping people? Are you interested in financial education, or are already an advisor? Do you believe that your success is determined by giving excellent customer service and doing the right thing for the client? Then Single Point Financial Advisors may be a good fit for you.
Please visit Securities America, Inc., our broker-dealer, website to learn more about being and advisor with SAI.
If you feel Single Point and Securities America would be a good fit for you, please go to the 'contact us' tab to request more information. We will talk to you openly about moving from your broker-dealer or wirehouse to ours and whether this will be a good fit. We are not looking for just 'anybody' at Single Point. We want client-centered advisors who understand that doing what's right is the only way to do business.
We create strategies that are tailored to your needs and goals.
Years of experience have prepared us to guide you through your life transitions.
Take the mystery out of investing and preserving wealth.
Call us: 503-350-2321