Overview
Join our dynamic financial services team as a Financial Service Advisor, where you'll play a pivotal role in guiding clients through their financial journeys. This position offers an exciting opportunity to leverage your expertise in investment management, financial planning, and client relationship management to deliver tailored solutions that meet diverse client needs. As a key advisor, you'll help clients navigate complex financial concepts, ensuring they achieve their wealth management goals while adhering to industry regulations and compliance standards. Bring your passion for finance, exceptional communication skills, and industry knowledge to make a meaningful impact every day.
Full job description
Job Title: Financial Service Advisor
Job Summary:
The successful candidate will focus on case preparation, enhancing client meeting effectiveness and excel at client relationship management. This is an excellent opportunity for a skilled and results-driven individual to make a significant impact in the financial services industry; this role provides a foundation to explore various paths within the firm, including development into a Lead Advisor.
Responsibilities:
2nd Chair to Advisor(s)
- Prepares all necessary material and preps Lead Advisors for all client meetings to ensure agenda and deliverables are ready.
- Attends all client meetings to facilitate thorough documentation, meeting summaries, action items, and follow-through with the client and team.
- Owns and leads the follow through and execution of action items from all meetings.
- Facilitates and monitors progress throughout the initial planning experience, onboarding, and ongoing reviews.
- Creates and manages workflows and tasks to ensure quality and timely execution.
Plan Creation
- Serves as liaison w/ H.O. FPS to send and review Plans.
- Reviews completed plans for accuracy, quality, and case strategy opportunities.
- Prepares questions and presents @ Case Strategy Meetings.
- Identifies and provides feedback to Leadership for planning and client experience enhancement.
Client Relationship Management and Service
- Serves existing clients as the initial point of contact for ongoing service questions and advice.
- Identifies service and advice requests for Lead Advisor involvement and/or collaboration.
- Manages client reviews schedule to ensure timely connections are completed.
Planning and Investment Support
- Supports Director of Investments and Planning in miscellaneous requests, as capacity allows.
- Supports miscellaneous project assignments.
Qualification and Skills
- Life Accident and Health Exam
- Series 7 and 63 preferred (will consider Series 6 in lieu of Series 7)
- CFP® designation preferred
- Exceptional organizational and communication skills (oral and written)
- Highly proactive, engaged and motivated to learn and continue professional development
- Polished presentation
- Excels in collaborative, team environment
- Adaptive to change
- Proficient with Word, Excel, Outlook, and technology in general
Experience
- 1 to 5 Yr+ Industry
- 1 to 5 Yr+ Financial Planning Concepts
- 1 to 5 Yr+ Investments and Insurance
WHO WE ARE:
At The Reserve Wealth Collective, we take a comprehensive approach that goes far beyond investment management. We are proud to be affiliated with one of the strongest financial institutions in the world -Northwestern Mutual - but wanted to create a brand that spoke to the unique work we do for clients. We are proud of the exclusivity of what we offer and how we deliver service to clients.
Competitive Salary Range: $70,000-$120,000 base salary, PLUS competitive bonus
Pay: $70,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Paid training
- Professional development assistance
- Vision insurance
License/Certification:
- Series 7 (Preferred)
- Series 6 (Preferred)
- series 63 (Preferred)
Work Location: In person
