Available Career Opportunities
This position is a mix of experience in the areas of financial planning, investments, tax, client service, advisory and tax software, marketing, and administrative business operations work. This position is designed to expand your resume with valuable skills and career experience while working with our team to expand our business and provide our clients with quality service.
Client Service Associate
Manage client requests, prepare and process investment paperwork, schedule and prepare for client meetings, and perform light financial planning prep work.
Provide operational and tech support to the financial advisory team. 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 Associate Advisor 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 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, CFP® preferred.
- English speaking
- 40+ WPM
- 1-3 years’ experience in a financial services firm
- Intermediate experience in Office, CRM, & document software
- Tech and Social Media Savvy
- Values work-life balance
- Full time position
- Retirement plan provided
- Health benefits plan provided
How to apply?
Please email your resume to firstname.lastname@example.org.