Top 1 Junior financial advisor Jobs in Perkasie Pa

Junior Advisor - Financial Services
SUMMIT FINANCIAL GROUP INC —Dublin, PA
- $45,000 - $55,000 a year
- Full-time
- Microsoft Word
- Marketing
- Office
- Health insurance
- 401(k)
Quick Apply

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Demonstrated interest in capital markets, investment strategy, and financial analysis. Completes training to expand knowledge of capital markets, investment…
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Junior Advisor - Financial Services

SUMMIT FINANCIAL GROUP INC
Dublin, PA

Quick Apply

Job Details

Full-time
$45,000 - $55,000 a year

Benefits

Health insurance
401(k)
Paid time off
Employee discount

Qualifications

Microsoft Word
Financial services customer support
Office activity coordination
Customer relationship building
Team leadership
Managing clients in a customer support role
Managing financial planning clients
Customer engagement
Financial product expertise
Investment account customer support
CRM system proficiency
Office management
Team building

Full Job Description

Benefits:

401(k)
Employee discounts
Health insurance
Paid time off

Summit Investment Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon Valley and Dublin, PA, offering financial advisory services, insurance products and services offered through Summit Financial Group, an affiliated company.

We are looking for a Client Associate who is a responsible, positive, hands-on, and focused individual to provide dedicated operational and sales support in a professional financial advisory environment. This position will be the most frequent point of contact with clients and will support office initiatives for the business. Experience in the financial services industry is a definite plus for this position.

Position Required Skills

Demonstrates strong leadership and office management skills

Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service

Develops strong relationships with team members and clients by fostering teamwork, partnership, and collaboration

Provides high levels of client services and support by displaying passion, commitment, and drive to deliver an experience that improves our clients’ financial lives

Develops, promotes, and executes best practices for the day-to-day operation of the office

Exhibits proven client service skills and the ability to resolve problems independently or escalate as needed to promote client satisfaction

Demonstrates initiative, a commitment to continuous learning, and the ability to adapt to changing demands and requirements to grow career

Applies strong critical thinking and problem-solving skills to meet clients’ needs

Candidate Requirements

Undergraduate degree (Business, Accounting, Finance, Marketing, or Communications a plus)

Professional or relevant internship experience in financial, banking, and/or insurance environment preferred

Must be willing to obtain the Series 65 and Insurance Life/Health licenses

Knowledge of investment and banking products, policies & procedures

Strong client service & technical skills (MS Word & Excel and CRM)

Strong communication, time management and organizational skills

Excellent attention to detail is a must for processing financial documents

Knowledge of investment and annuity systems highly preferred

Entrepreneurial spirit and superior organizational skills with the ability to prioritize, monitor, and complete multiple tasks or projects, either independently or with a team

Quick Apply

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Junior Advisor - Financial Services

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