Position Overview
The primary role for this position is to gather, review and analyze data, and prepare financial plans for clients under the supervision of a Senior Financial Advisor. Junior Advisor must have all the licenses or in the process of acquiring the proper registration.
Responsibilities
· Participate in Client Meeting in collaboration with Financial Advisor
· Manage and resolve client service problems
· Enter data into software and create financial plan
· Coordinate with home office to resolve any issues that may arise
· Rebalance client portfolios
· Build and maintain client relationships
· Communication with clients
· Run RMD reports and make withdrawals
· Prepare for and complete registration, licensing, continuing education requirements or financial planning courses
· Participate in Seminars/Educational Classes
· Prepare preliminary recommendations
· Run hypothetical illustrations
· Prepare charts, graphs, and other visual aids to be used in implementation meetings with clients
Job Type: Full-time
Pay: $65,000.00 - $75,000.00 per year
Benefits:
Experience:
- Financial services: 2 years (Required)
License/Certification:
- Series 7 (Required)
- Insurance Producer License (Required)
Ability to Commute:
- Moon Township, PA 15108 (Preferred)
Work Location: In person
