14 days old

Associate Wealth Advisor

Kelly Services
Winter Park, FL 32789
**Ready, set, go** . Put your career in motion with a great, new opportunity. Join the **Kelly Professional & Industrial** team as an **Associate Wealth Advisor** in **Winter Park, FL.** Were here every step of the way to help you and your career be the best it can be. Bring your energy and find out whats next for you.

Why you should apply to be an **Associate Wealth Advisor** **:**

+ Salary: $30k to $65k based on experience.

+ Monday to Friday from 8:00 a.m. to 5 p.m.

+ Direct Hire.


The Associate Wealth Advisor is responsible for a wide variety of both administrative and advisor duties. They are expected to ensure every aspect of the client experience is properly maintained. They are an organized, efficient, and detail-oriented individual that performs daily tasks in a fast-growing and fast-paced environment. This role will provide both ongoing service and advisor functions that exceed expectations. This position encompasses responsibility for the entire client relationship from start to finish as a method to become the primary individual clients can depend on to foster their comfortability and longevity with the firm.


+ 3 to 5 years of work experience in the financial advisory profession.

+ Bachelors degree or commiserate experience required.

+ Series 65 Certification required or otherwise achieved within 90 days of hire

+ Possess strong financial and analytical skills

+ Able to work independently and take initiative

+ Strong computer and technology skills and expertise in Microsoft Excel, Word, and PowerPoint.

+ Familiarity with contact management software a plus.

+ Experience with Salesforce a plus

+ Must meet and remain current with all licensing and registration requirements for an investment advisor according to state and SEC regulations

**Get a complete career fit with Kelly** **** **.**

Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

**About Kelly** ****

At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.

Kelly Services is proud to be an Equal Employment Opportunity and Affirmative Action employer. We welcome, value, and embrace diversity at all levels and are committed to building a team that is inclusive of a variety of backgrounds, communities, perspectives, and abilities. At Kelly, we believe that the more inclusive we are, the better services we can provide. Requests for accommodation related to our application process can be directed to Kellys Human Resource Knowledge Center.
Kelly complies with the requirements of Californias state and local Fair Chance laws. A conviction does not automatically bar individuals from employment.
Posted: 2022-09-16 Expires: 2022-10-17

Before you go...

Our free job seeker tools include alerts for new jobs, saving your favorites, optimized job matching, and more! Just enter your email below.

Share this job:

Associate Wealth Advisor

Kelly Services
Winter Park, FL 32789

Join us to start saving your Favorite Jobs!

Sign In Create Account
Powered ByCareerCast