IT Lead focused on lifecycle management and technological modernization in financial services. Act as a bridge between business areas and technical teams for critical applications.
About the role
- Associate Financial Advisor supporting financial planning for clients and assisting with investment strategies. Engaging clients and providing educational resources while partnering with Financial Advisors/Teams.
Responsibilities
- Review, research and analyze data to create customized, annual financial plans for clients.
- Deliver the financial plan to clients in partnership with the Financial Advisor/Team.
- Connect with next generation clients through planning.
- Provide or lead financial education, such as long-term planning, social security/Medicare, tax return reviews utilizing our team of experts.
- Take the planning results and identify the best investment solutions to implement the plan in partnership with the Financial Advisor/Team.
- Assist with marketing efforts, such as a newsletter or LinkedIn presence, to solicit additional planning business with the existing client base and to establish the team as a planning team in front of prospects.
- Research relevant news articles related to the topics covered in a client’s plan to share with them as an added touch point.
- Document, follow up, and support the closing of opportunities identified from the financial planning process.
- Serve as a Team specialist for queries on financial planning topics and consult with the Financial Advisors/Team on specific client scenarios.
- Monitor and track client revenues related to financial planning work to ensure sales opportunities are maximized.
- Engage the client/prospect, frame the discussion, and convey the mission to better position the Advisor for additional business opportunities.
- Performs other duties and special projects as necessary.
Requirements
- Must have an undergraduate degree in Finance, Accounting, Economics or equivalent.
- Must have or be capable of pursuing and achieving specialized professional designations (i.e., CFP, CPWA, JD) or higher-level education equivalent within one year of assuming the Associate Financial Advisor role.
- Must hold SIE, Series 7/66 or Series 7/63/65 licenses.
- Minimum of three years of investment experience in a client-facing role.
- Excellent presentation skills, very strong interpersonal and written communication skills.
- Proven self-starter, highly motivated, with the ability to work independently.
Benefits
- Comprehensive benefits designed for your life, career and future.
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