JOIN OUR TEAM TODAY!
We are expanding our operations to better service our growing client base. We have a Financial Advisor position available in our Hickory, NC office. This is a full-time position reporting directly to our Lead Advisor.
YOUR ROLE: NO PROSPECTING- meet with clients and close business
HOW YOU WILL MAKE AN IMPACT:
-Prepare financial summaries, analysis, and plans for Clients.
-Prepare for upcoming client appointments.
-Ensure files are prepared for Client Care Team and Advisor in advance of all Client meetings.
-Work with the Client Care Team to coordinate all paperwork needs and information for Client meetings.
-Follow-up on all action items in a timely and thorough manner.
-Research information as necessary on a case-by-case basis.
-Assist in maintaining files and incoming calls to ensure appropriate hand off.
-Maintain and update regularly and as needed all policies and procedures applicable to Paraplanning and Client Care work.
-Serve clients.
-Work with team on file prep, as necessary.
-Provide exceptional client care while receiving and responding to client requests.
-Open new client accounts, process account applications, and manage monetary transfers.
-Receive and respond to client service requests each day, and in a timely manner.
WHY YOU ARE THE RIGHT PERSON:
· Series 65 required
· Concentration in accounting, business, economics, or financial planning encouraged.
· Three years + of experience in the finance industry.
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