Position description:
In this role, you will be responsible for supporting the firm’s vision, mission and strategy. This is a non-advice related support role. This position is ideal for someone aspiring to become an advisor or financial planner.
The client services associate will:
- Gather, maintain and enter client information into various systems including financial planning, risk tolerance software, CRM, portfolio reporting systems, etc.
- Assist with client onboarding, prepare presentations and other materials necessary for financial planning and portfolio reviews, answer routine client questions and service requests.
- Support lead advisors by creating presentations and materials for client meetings. Follow-up on tasks as a result of such meetings.
- Perform asset allocation analysis necessary for client onboarding and portfolio reviews.
- Assist in ad hoc projects analysis, as needed
JOB REQUIREMENTS:
- 4 year undergraduate degree
- Core knowledge of the financial industry, products and investment concepts
- Series 65 license (or equivalent) is required
- At least three years of experience in a similar role within the financial industry
- Salesforce or equivalent CRM knowledge is highly desirable
SKILLS REQUIRED:
- Ability to think critically and make appropriate decisions
- Superior communication and client service skills
- Committed to achieving goals and objectives
- Organized, pays attention to detail and is dependable
LOCATION
This position will be based at our headquarters in Falls Church, Va. We also have an open position in the Naperville, Illinois area.