Do you have superior client service skills and a great work ethic that you want to contribute to an established and continually growing financial advisory business? We are looking for strong, detail orientated people to join our team. Our formula for success is to put our clients first. If you're looking for the tools, resources, and freedom to build a great future, please contact us today!
Responsible for supporting our Advisors and Head of Operations, greeting clients, managing the firm calendar, and performing administrative duties ranging from scheduling meetings, scanning, letter preparation, marketing, and more.
Client Service Associate
Manage client requests, prepare and process investment and insurance paperwork, schedule and prepare for client meetings, and perform lite financial planning prep work.
Provide operational and tech support to the financial advisory team and will be responsible for a range of duties related to operations, new client onboarding, performance reporting, compliance and various other support functions. Provide marketing assistance with updates and posts to the website, LinkedIn, Facebook and other mediums of communication. Review and optimize operational processes and workflows for both the back office and client-facing teams.
Perform a wide range of planning, education, research and analysis duties for both existing and prospective investment and financial planning clients. The Paraplanner must have the ability to utilize critical thinking skills, work independently, anticipate firm needs and client questions, and prepare and participate in client meetings.
Proactively guide high-net-worth clients in the financial planning areas of retirement income, estate, college funding, tax strategy, insurance, investments, charity, and more. Network within the community to develop more awareness of our company and services. Develop relationships with third party referral sources and complimentary advisors such as CPAs, attorneys, and others. Continuously learn the latest developments in all areas of financial planning. Minimum Requirements are 5-10 years of experience, $10m+ AUM client base, CFP® preferred.
Minimum Requirements for all positions:
- English speaking
- 1-3 years’ experience in a financial services firm
- Intermediate experience in Office, CRM, and document software
- Tech and Social Media Savvy
- Values work-life balance
- Full-time position
- Incentive Compensation
- Retirement plan provided
- Health benefits plan provided
- 10 Holidays and a minimum of 3 weeks paid time off