Position title
Financial Advisor Assistant
Description

We are looking for a full-time Financial Advisor Assistant to work in a fast pace and growing financial services firm that focuses on giving exceptional client service. Experience in the financial services field is a must. You need to be a detailed oriented problem solver who is a quick learner and can work independently. Strong organizational skills, highly ethical and professional, a marketing perspective and solid interpersonal skills are required so that you can work with our clients in a professional manner.

Minimum Requirements:

• 2+ years of paraplanner experience in a fast-paced environment
• Financial Industry experience preferred
• Series 65 or 66, preferred, but not required. The candidate must pass the Series 65/SIE exams within three (3) months of hire.
• Proficient in planning software

This position also requires that you possess the following skills:
• Ability to prioritize projects and manage time
• Savvy customer service to include excellent communication – both verbal and written
• Strong follow-through
• Good-natured, positive attitude
• Ability to demonstrate persistence to achieve quality
• Strong organizational skills, detail oriented, proactive and resourceful
• Friendly, professional phone manner and enjoys working with a variety of clients
• Reliable with exceptional work ethic
• Demonstrate maturity and poise under pressure
• Flexibility to contribute as part of a team as well as independently

Responsibilities

• Preparation of Financial Plans, Investment Allocation models, Insurance proposals, and presentations for client meetings
• Utilize websites and software to obtain client and product information
• Compare existing solutions to those currently available in the marketplace
• Establish and maintain detailed client files
• Ability to demonstrate persistence to achieve quality
• Prepare client correspondence including letters and email correspondence
• Reliable with exceptional work ethic
• Fulfill routine client service requests, resolve inquiries and escalate cases when appropriate
• Assist in client meetings

Employment Type
Full time
Industry
Financial Industry
Job Location
315 W. North Street, Suite C, 48116, Brighton, MI
Date posted
June 4, 2020
PDF Export
Close modal window

Position: Financial Advisor Assistant

Thank you for submitting your application. We will contact you shortly!