Associate Financial Advisor
Posted on :
09-01-2024
Employer Active
1 Vacancy
The job posting is outdated and position may be filled
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Share
Send me jobs like this
Job Alert
You will be updated with latest job alerts via emailValid email field required
Send jobs
Jobs by Experience
3-5years
Monthly Salary
Not Disclosed
Salary Not Disclosed
Vacancy
1 Vacancy
Posted on :
09-01-2024
Job Description
ASSOCIATE FINANCIAL ADVISOR
Overview
The Associate Financial Advisor or AFA will support the Financial Advisor to further develop and enhance existing client relationships. The AFA will assist the Financial Advisor by attending client meetings covering financial planning investment strategy tax optimization and portfolio performance. The AFA will act as a key point of contact for clients on nonadministrative requests and will communicate with team members to assist with the coordination of all sales service activities and business development.
Duties and Responsibilities
- Identify and own the client onboarding process
- Assist the Financial Advisor with the client s review schedule
- Document client interactions and provide team with timesensitive updates
- Execute on the team service model
- Engage the team to address client s needs
- Attend client review meetings to assist in rediscovery conversations capture notes to follow up in Salesforce and track all actions and activities to ensure the highest level of client service
- Monitor and report on client satisfaction and manage the resolution of client escalations
Requirements
- A minimum of 3 to 5 years of financial service industry experience
- Series 65
- Obtain and/or maintain CFP Designation
- Excellent verbal and written communication skills with a focus on relationship management and the ability to connect with clients
- Excellent organizational skills and attention to detail with the ability to multitask effectively and efficiently
- Capability to lead through collaboration and influence with direct authority
- Thorough knowledge and understanding of the suite of firm services
- Ability to research escalated client issues for response/resolution
- Selfstarter with the aptitude to work effectively and efficiently
A minimum of 3 to 5 years of financial service industry experience Series 65 Obtain and/or maintain CFP Designation Excellent verbal and written communication skills, with a focus on relationship management and the ability to connect with clients Excellent organizational skills and attention to detail, with the ability to multitask effectively and efficiently Capability to lead through collaboration and influence with direct authority Thorough knowledge and understanding of the suite of firm services Ability to research escalated client issues for response/resolution Self-starter with the aptitude to work effectively and efficiently
Employment Type
Full Time
Key Skills
Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.
