Financial Assistant managing tuition and scholarships for educational services. Ensuring accurate application and supporting internal inquiries at Cogna's Valinhos office.
About the role
- Associate Financial Advisor supporting individual Financial Advisors with wealth management services. Focused on client engagement, financial education, and customized financial planning.
Responsibilities
- Operate within the team’s client service and wealth management strategy to ensure high quality client service
- Engage the client/prospect, frame the discussion, and convey the team mission to better position the Advisor for additional business opportunities
- 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 topic’s 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
- 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 and committed to 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
- Compensation and bonus are commensurate with experience, performance and/or firm profitability
- Opportunity to advance your career while enjoying comprehensive benefits designed for your life, career and future
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