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Responsible for providing financial & investment guidance to individuals, families and corporations regarding their investment goals and providing them with investment strategies that will help meet their goals.

Primary Responsibilities:
• Interview clients to determine their income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop a financial plan
• Recommend client strategies they can use to achieve their financial goals and objectives, including advise on debt management, cash management, insurance coverage and investments
• Providing needs-based financial guidance to clients
• With our open architecture, you will be able to offer a wide variety of financial products and service to meet client’s needs
• Effectively engaging clients through face to face interactions, reflecting your interpersonal communication and relationship building skills

Skills Required:
Individual with a long track of success
Ability to put the client first
Strong communication skills
Confident and resilient personality
Ability to listen, understand and give advice
Goal oriented at an individual and team level
Ability to work independently and with a group

Bachelor’s Degree or higher
Active Series 7 & 66 licenses or equivalent
Strong understanding of Microsoft Office Suite
5+ years of experience in the financial services industry

Company Overview:
Vaughn Asset Advisory, LLC is a boutique style wealth management firm that has the capabilities and sophistication to provide clients with customized wealth management and planning solutions. Vaughn Asset Advisory provides our private clients with integrated financial planning, employee benefits, retirement plans, investment management, insurance consulting and income tax planning & preparation services. Please visit ___ before forwarding resume.

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Last Activity
within 6 months