Job Overview
The Associate Advisor’s primary responsibility is to provide a cohesive illustration of the proposed plan as designated per client-specific needs/goals. The client’s goals/needs are at the forefront of this position’s responsibilities, as it is important to accurately capture information regarding the client’s current state and future goals concerning their financial picture. This role is essential to the interim steps leading from a Prospect’s Discovery Meeting to Client Implementation.
Duties
- Prioritize daily tasks and issues related to case design and retirement planning.
- Operate with a proactive approach to advisors & clients.
- Complete internal/external servicing requests concerning case design
- Maintain CRM and update database with all applicable notes/steps related to case design
- Generate and provide various reports to Advisors-
- Assist with the development of client case designs
- Assist Advisors with pre-appointment preparation
- Gather account values and complete review summary for upcoming appointments.
- Build plans in Money Guide Pro
Qualifications:
- Prior experience working in the financial industry
- Detail-oriented; Process-driven
- Highly organized with strong follow-through
- Excellent time management skills
- Demonstrates persistence to achieve high-quality work and provide superior service to both internal and external clients
- Proficient in Microsoft Office applications and software
- Problem-solving-ability to find a solution without supervision
- Ability to work independently
- Must be a team player committed to our common goal
Join us as an Associate Advisor to help clients achieve their financial goals through expert advice, innovative solutions, and dedicated service. This role offers a rewarding career path for motivated professionals eager to grow their expertise in wealth management and financial planning within a collaborative environment.
Pay: $65,000.00 - $75,000.00 per year
Benefits:
- 401(k) matching
- Flexible schedule
- Life insurance
- Professional development assistance
- Retirement plan
Work Location: In person
