Top 1 Assistant general Jobs in Middlesboro, Ky

Associate Advisor
Raymond James —Middlesboro, KY
- $45,000 - $49,000 a year
- Full-time
- Mid-level
- Office
- Business development
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5h

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Associate Advisor
Raymond James —Middlesboro, KY
Respond to and ensure incoming account or investment-based client calls, e-mails, communications, faxes and inquiries are responded to in a quick, efficient…
$45,000 - $49,000 a year
Quick Apply
5h
Beauty Advisor (Inside Sales) Sally Beauty 10050
Sally Beauty Supply LLC —Middlesboro, KY
Complete transactions accurately and efficiently. Generous product discount and free sample products. Recommend additional and complimentary products.
From $13 an hour
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Associate Advisor

Raymond James -
Middlesboro, KY

Quick Apply

Job Details

Full-time
$45,000 - $49,000 a year
5 hours ago

Qualifications

Financial planning software
Investment management advisory services
Financial plan development
Client database systems
Portfolio management advisory services
Reducing portfolio risk
Financial goal setting advisory services
Managing projects
CRM system proficiency
Productivity software
Relationship building in financial sales
Experience practicing in the securities industry
Portfolio diversification strategy
Retirement planning advisory services
Financial education

Full Job Description

Job Description - Associate Advisor

POSITION OVERVIEW

Provide ongoing client and business development support to the Financial Advisor. Maintain proactive, professional communication with clients to ensure an excellent client experience. Maintain a high standard of compliance in all aspects of the business. Support the Advisor in achieving their business goals.

POSITION DESCRIPTION

1. Ensure consistent delivery of high-quality service on the team to meet or exceed client expectations and service standards.

Respond to and ensure incoming account or investment-based client calls, e-mails, communications, faxes and inquiries are responded to in a quick, efficient manner.
Manage as much of the incoming account or investment-based communication as possible and to delegate to the Financial Advisor as and when required.
Provide quick and effective responses and resolution to client account or investment issues ensuring prompt and efficient resolution.
Escalate account or investment problems and bring to the attention of the Financial Advisor as required.
Review relevant incoming internal and external correspondence.
Assist in the creation and review of all outbound correspondence.
Monitor team activities to ensure adherence to policies and procedures, completeness and accuracy.
Effectively manage the Associate delegated clients you are responsible for: Bring on new Associate level accounts as well as, provide the ongoing long-term maintenance of these accounts; Creation of Investment Policy Statement and/or other financial planning reports as required; Review accounts and make recommendations accordingly; Implement trades as appropriate; Prepare for, implement and follow up review meeting; Initiate and complete call rotations.
Maintain comprehensive pro-active communication using a contact management system - Build and establish trust and rapport with these clients through continued, professional contact.
Assist the Financial Advisor with all other clients: Creation of Investment Policy Statement and/or other financial planning reports as required; Prepare the Financial Advisor for all client meetings and reviews; Implement trades as authorized by the Financial Advisor; Maintain comprehensive communication with clients using a contact management system; Build and establish trust and rapport with these clients through supportive, professional contact.
Support the Advisor in delivery of all relevant client service deliverables including, but not limited to: call rotations, birthday cards, holiday acknowledgements, newsletters, client events, etc.
Establish and maintain effective partnerships with the Financial Advisor, colleagues and business liaisons outside of the branch team (i.e. Mutual Fund representatives, Accountants, Lawyers, etc.).

2. Maintain a high standard of compliance in all aspects of the business.

Implement trades for the Financial Advisor as and when required.
Review portfolio asset allocations and re-balance accordingly (independently or through review with the Financial Advisor).
Ensure all supporting documentation for new accounts and other industry documentation is correct and complete.
Follow the Code of Conduct

3. Help the Financial Advisor achieve their business goals.

Manage the Associate delegated clients accordingly.
Support the Financial Advisor with remaining clients as required.
Provide, review and discuss various business reporting as and when required by the Financial Advisor for review and/or discussion.
Meet with the Financial Advisor to understand business goals and the various strategies in place to achieve them.
Support ongoing change initiatives and new business practices in the business.

POSITION REQUIREMENTS

Based in Middlesboro, KY
Must have reliable vehicle as some day travel is required
Must have SIE/Series 7 license and have passed or working on Series 66
Preferably Insurance License
2 years of financial services experience
Knowledgeable in Asset Allocation and Portfolio Risk Management
Experienced with general investment products (stocks, bonds, mutual funds, etc.)
Experienced using and preparing financial plans using planning software
Excellent computer skills with working knowledge of Microsoft Office
Experience with or a working understanding of contact management software
Enthusiastic, motivated, committed and a team player
Reliable and professional
Personable and able to form good rapport with others
Excellent oral, written and personal communication skills
Organized with good project management skills
Able to work well in a dynamic, fast-paced environment.
Enjoys increased work responsibilities
Interpersonal skills to develop and maintain good relationships with the Financial Advisor, Sales Assistant, clients and colleagues
Well-developed problem-solving skills sufficient to identify problems, generate solutions and decide on a course of action at a basic administrative level
Full Time, on-site in Middlesboro, Kentucky
Must provide two references

Pay: $45,000.00 - $49,000.00 per year

Work Location: In person

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Associate Advisor

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