Bookkeeping, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Establish Priorities, Financial Planning, Financial Services, Financial Statements, Microsoft Office, Onboarding, Operational Support, Organizational Skills, Registered Investment Advisor (RIA), Sales Management, Series 65, Service Delivery
Our Client is a Registered Investment Advisor focused on delivering exceptional service and personalized financial guidance to its clients. The firm prioritizes long-term client relationships and is seeking a detail-oriented Associate Advisor to support senior advisors and enhance the overall client experience.
ABOUT THE ROLE
The Associate Advisor will play a key role in supporting senior advisors with financial planning, client onboarding, account administration, and ongoing client service. This is an in-office position based in Houston, Texas, offering the opportunity to work closely with clients and advisors in a collaborative environment.
RESPONSIBILITIES
- Provide ongoing service and support to senior advisors and their clients
- Facilitate financial plan development and implementation
- Gather client-submitted financial documents and statements
- Organize relevant planning inputs and information
- Identify planning opportunities and develop preliminary recommendations
- Manage the client onboarding experience
- Prepare and process account opening paperwork
- Interact with clients throughout account transitions
- Identify, track, and follow up on outstanding onboarding items
- Assist with incoming requests from prospects and clients via phone and email
- Prepare plan and account updates for client meetings
- Follow up on meeting action items as necessary
- Perform additional service-related and operational duties to support the management team
QUALIFICATIONS
- Series 65 license or equivalent required
- Minimum of 2 years of experience in a similar role
- Strong attention to detail and organizational skills
- Ability to prioritize tasks while working quickly and accurately
- Effective and concise communication skills
- Resourceful and proactive work style with a strong sense of ownership
- Pleasant attitude and approachable demeanor
- Proficiency with Microsoft Office Suite and overall comfort using technology
- Experience with Advyzon or other CRM systems preferred
S
Search Services
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50 to 99 employees
Staffing/Employment Agencies
http://www.searchsvc.com/