Service Advisor

A successful wealth management team at a Registered Investment Advisory firm is hiring a FinancialAdvisor position to join the team to help provide holistic wealth management solutions to existingclients. This position is to assist a senior advisor in servicing his growing book of practice andconsistent referrals from clients. As a Financial advisor you will play a critical role in maintainingstrong client relationships managing service requests and ensuring that clients financial plansremain aligned with their goals. With comprehensive financial planning and wealth managementresponsibility for servicing clients the Financial Advisor would allow the Senior Financial Advisor tofocus on the more complex client situations.(Note: This is a position with salary and bonus pay not commission)

What Were Looking For

• Client-focused: Dedicated to delivering exceptional service and maintaining confidentiality.
• Detail-oriented & Organized: Skilled at managing multiple priorities accurately.
• Strong Communicator: Effective in both verbal and written communication.
• Tech-savvy: Comfortable with CRM systems portfolio management tools and Microsoft Office Suite.
• Team Player: Collaborative and adaptable in a fast-paced environment.

Key Responsibilities

• Prepare comprehensive financial plan and financial management proposals to clients and referrals; Present analysis and proposals for clients.
• Services and delivers financial planning and wealth management solutions to help clients reach their goals and vision.
• Conduct periodic client reviews to ensure financial plans remain on track.
• Respond to inquiries regarding account activity transactions and policy updates.
• Assists in research and trading duties.
• Assists the Senior Financial Advisor in planning and servicing as requested.
• Develops and maintains written systems of all client account activities.
• Coordinate with team members all client servicing tasks and prioritizes them daily.

Qualifications

• 2 years of experience as Financial Advisor
• Excellent interpersonal and communication skills
• Excellent attitude and an extraordinary client service orientation
• A genuine interest in serving and caring for other people
• Excellent organizational and time management skills
• An ability to handle multiple tasks and handle stress
• NASD Series 7 63 65 or 66
• CFP practitioner preferred but not required

Required Experience:

Unclear Seniority