Our client is seeking a full-time support advisor that aspires to become an Advisor in the future. This position will primarily be responsible for providing support to the Lead Advisors and would be the perfect fit for someone who is passionate about financial planning, enjoys working within a team structure, loves working with clients, and thrives in a fast-paced environment . Duties will include attending client meetings with the Lead Advisor, data gathering, servicing client requests, and helping to develop financial plans.

Responsibilities:

• Preparing meeting materials, assembling financial reports, modeling scenarios in proprietary planning software, and ensuring follow up items are completed in a timely manner

• Attend client meetings with the Lead Advisor, take notes to determine action items, and become integrated into the client relationships

• Manage client plans, monitor client activity and service client needs

• Coordinate with the new business department to ensure all new clients are onboarded in an efficient manner, with a constant focus on the client experience

• Participate in annual reviews, process money transfers, communicate with financial institutions and other special projects, as assigned

• Explain financial planning, tax and investment management concepts and strategies to clients through both written and oral communication

• Assist in developing processes and systems to drive operational efficiencies

• As you develop your skills, additional responsibilities may be assigned to you

Desired Qualifications:

• At least 1-5 years of experience in the financial planning industry

• Series 65 licensure and/or insurance license OR willingness to pursue licenses is required.

• Additional designations such as CFP or AFC are a plus

• Tech savvy, proficient in Microsoft Office/Excel

• Bonus points for experience with G Suite, eMoney, Advizr, Orion, Wealthbox, and/or Smart Office

• Bachelors degree preferred

• Team player, enthusiastic, resourceful, humble attitude

• Comfortable with a lot of client interaction

• Superior written and oral communication skills

• Well organized and self-driven (will be expected to self-manage and meet deadlines)

• Attentive to detail, excellent time management and exceptional organizational skills

• Excited to take on new challenges and adapt to change

Benefits and Compensation:

• Base salary, commensurate with experience

• 401(k)

• Dental insurance

• Health insurance

• Paid time off

• Vision insurance