Job Description
As a Financial Advisor Assistant, you will provide support for our Financial Advisor. The Financial Advisor Assistant will work directly and indirectly with clients. A Financial Advisor Assistant will complete client appointment preparation, prepare and design Financial Plans that work with the clients current and future goals, process new account paperwork, including preparation, transfer and other updates, and other duties as assigned. A Financial Advisor Assistant will work with, navigate within, and understand different and complex insurance and financial planning computer software systems.
Job Requirements
• Bachelor’s or associate degree preferred
• Completion (within 6 – 12 months of hiring) of 4 major tests will be required: Life/Health, SIE, Series 6 & Series 63.
• 1-3 years of experience in the financial services or related field preferred, but not required
• Ability to adapt to differing workloads and the ability to multitask and prioritize work as needed
• Work collaboratively as a member of our team
• Strong communication and organizational skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Adhering to client confidentiality is mandatory
• Demonstrate high degree of professionalism to interact with clients by phone and in person
• Open to coaching and constructive feedback to improve performance and effectiveness
Reference and background checks will be required due to the financial nature of this job.