This listing was posted on The Resumator.
Associate Financial Advisor
Location:
Memphis, TN
Description:
Associate Financial Advisor Location : Memphis, TN Compensation : $90,000 - $100,000 Status : Full-time The best and brightest in the financial advisory industry always have choices in the wealth management arena. Working with us is an investment in your future that will reap rewards for years to come. We are a close, tightly knit team that works collaboratively to bring our values to life each day: hard work, humility, optimism, responsiveness, and doing whatever needs to be done to make things right. Our office is committed to delivering high-quality, high-touch experiences to our clients so that, no matter whom they work with, clients know that they are receiving our utmost attention. Being their advocate is the highest honor for us! We are excited to have an opportunity to welcome a Associate Financial Advisor to our team! If you love solving problems, we would love to hear from you. We enjoy sharing what we have learned over the years while embracing the unique points of view that new teammates bring to the table. The attributes that we look for in teammates include: Insistent attention to detail and follow-through Strong team player Self-management Commitment to exceeding client expectations Careful listening skills Client first mentality High ethical standards Consistently providing high quality work Ability to work autonomously within an area of responsibility, as well as collaboratively to contribute to the overall client experience Flexibility and openness to work on varied assignments with people across the firm Ability to learn quickly and improve upon established processes Strong communication and interpersonal skills, quickly connecting with others to build relationships within the firm and across our client base Ability to convey complex planning issues to clients in easy-to-understand language Drive with a desire to be a long-term contributing member of the team Growth-oriented: holding a long view of the opportunities presented by the firm and the industry overall Get in touch today so that we can get to know you! You will work with some of the most successful business owners, families, and individuals around. You will provide life-changing support to clients who look to us as advocates for their hopes and dreams. Utilizing best-in-class resources and technology, you will roll up your sleeves and work in collaboration with a senior advisor to tackle complex financial, estate, and tax planning situations and deliver an experience to clients that is second to none. Interested in more details? As a Associate Financial Advisor , you can expect to: Work alongside a lead advisor to learn about our clients, processes, and value proposition Prepare for and attend client meetings by running reports, creating financial plans (both initial and updated), utilizing Holistiplan and reviewing prior notes Provide service to a subset of the lead advisor’s client base after introductions are made; service additional clients may be identified in the future Demonstrate the ability to communicate with clients in terms that they understand, minimizing use of jargon or technical terminology Participate and listen carefully in client and planning meetings and translate the discussions into a strategy for data collection and analysis to help drive financial planning efforts; calculate projections; Take notes in meetings, complete follow up, and correspond with clients Interview clients about their attitudes, financial constraints, and goals; identify and clarify client needs; review statements provided by clients Continuously stay in relationship with clients and understand their unique circumstances, connections, talents, interests, etc. Field calls and prepare for review meetings (reviewing notes, updating plans, determining contributors/detractors to portfolio performance, etc.) for all lead advisor’s clients. Meet with clients to review paperwork; ensure all required forms are completed accurately and answer client requests in an appropriate time frame Support teammates in the financial planning process Create personal financial statements Conduct monthly/quarterly/ad hoc client reporting Generate reports, such as position statements, for meetings with clients Organize data Conduct research as requested Complete accurate financial plans in Right Capital and MoneyGuidePro; utilize Holistiplan as needed for tax planning needs Perform complex analysis of planning strategies, risks, and opportunities in the areas of retirement planning, tax planning, estate planning, cash flow planning, asset allocation, asset protection, etc. Develop client deliverables and reports in a timely, accurate, and informative manner Respond to client service needs throughout the year Research new products and services that will enhance client relationships or fulfill clients’ short- and long-term financial needs; conduct research Stay current on trends in the financial planning area; read trade journals, books, and other publications. A premium subscription to www.kitces.com will be provided. Recommend new or updated tools and resources to keep the firm on the cutting edge (e.g. regarding customer relationship management, trading models, etc.) Draft letters as needed Assist with workflow needs in the office: Maintain updated client contact records using CRM software Follow up on outstanding transactions with our custodian Commonwealth/NFS (e.g., transfers) Maintain up-to-date and organized client files, making sure documents are in the correct folder on the shared hard drive and also uploaded and shared with clients in the client portal. Qualifications for this role include: Bachelor’s degree in a related discipline CFP®, designations a bonus; pursuit of the CFP designation is a job requirement Minimum of one year of experience as a financial planner in the financial services industry; experience working with Fidelity processes and forms a plus Series 65 required Strong understanding of financial planning concepts and terminology Knowledge of mutual fund, stock, bond, insurance, and annuity products Exposure to estate planning issues, tax loss harvesting and asset positioning Excellent people skills, including: Active listening Effective communication Professional, knowledgeable demeanor Ability to establish rapport with clients and coworkers Attention to detail Lifelong learner/deep desire to grow and learn Genuine interest in helping people Self-confidence; able to act decisively and humility to accept feedback. Ability to: Proofread and quality check own work in accordance with firm criteria Proactively relate internal concerns to lead advisor Identify and solve problems in a timely, efficient, and effective manner Use resources available to answer questions and resolve problems (e.g., COMMunity Link, operations manual, office procedures, etc.) Use multiple technology platforms (e.g., CRM system and Right Capital, etc.) Proficiency with computer software, including the Microsoft Office Suite (Excel and Word), Right Capital, Holistiplan and CRM Prioritize workload and meet deadlines Work independently Keep lead advisor updated on all client information via Trello or email Demonstrated job stability and career progression Successful candidates will be supported in their career progression. For example, an Associate Financial Advisor who wants to become a Lead Financial Advisor will be provided with training and mentoring to help them move into a lead position. They will have opportunities to Senior Financial Advisor/Partner as they master increasing levels of responsibility in the organization. Your commitment to our firm will be reciprocated by our investment in you and your future! We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what we offer and see if it might be an attractive fit for both of us and you. We look forward to meeting you!#ZR Powered by JazzHR
Company:
Transcend Practice Management
Posted:
April 27 on The Resumator
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More About this Listing: Associate Financial Advisor
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Transcend Practice Management located in Memphis TN. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.
Associate Financial Advisor is a Accounting & Finance Financial Advisor Job at Transcend Practice Management located in Memphis TN. Find other listings like Associate Financial Advisor by searching Oodle for Accounting & Finance Financial Advisor Jobs.