Financial Advisor Assistant

3 days ago


Annapolis, United States Scarborough Capital Management Full time

Position Description

Title: Financial Advisor Sales Assistant

Benefits: Yes

Status: Full-Time

Job Summary

Scarborough Capital Management is an independent wealth management firm located in Annapolis, Maryland that provides active investment management and financial advisory services for approximately 4,000 clients around the country. We have an immediate opening for a career oriented Financial Advisor Sales Assistant. This position will provide support for an established and growing financial advisor.

Financial Advisor Sales Assistant must be extremely professional in appearance and manner, willing to accept direction, quick to learn new things, customer service oriented, and computer savvy.

Working hours are 8:30am to 5:00pm, Monday through Friday.

We provide a team environment with great pay and benefits.

Duties and Responsibilities

The Financial Advisor Sales Assistant can expect to focus in the following areas:

  • Perform general administrative and support functions for senior financial advisor.
  • Work with senior financial advisor to prepare comprehensive and modular financial plans.
  • Schedule and potentially participate in client meetings, phone calls and handle follow-ups.
  • Work closely with the advisor to provide options, responses and information regarding the investment and financial planning of the clients.
  • Prepare performance reports and appraisals.
  • Organize, coordinate and maintain client paperwork.
  • Handle routine matters for client accounts.
  • Research and resolve client service problems or errors as needed.
  • Maintain CRM systems
  • Use database information for mailings and reports
  • Coordinate client communications via tools such as Constant Contact and GoToMeeting
  • Letter writing, mail merge, automating tasks using CRM
  • Assist in event planning, marketing and development of seminar materials
  • Perform miscellaneous tasks as assigned

Qualifications

The Advisor Assistant position typically requires the following qualifications:

  • 1-3 years experience in investment management and/or financial advisory services strongly preferred.
  • Bachelor’s Degree in business related major.
  • Series 7, 65 or other securities licenses a plus.
  • Proficiency in Word, Excel and Outlook
  • Detail-oriented, accurate, organized, able to set priorities
  • Strong communication skills
  • Self-starter, takes initiative
  • Team player
  • Desire/ability to work successfully in a small company environment

Salary and Benefits

Pay/benefits are competitive based on industry standards.

  • Salary will be based on experience (50k+) and ideal candidate will grow into additional responsibilities and compensation.
  • Benefits include dental, vision, health care, life insurance, 401(k), and 401(k) matching.
  • Partial and/or full financial support for professional accreditation/continuing education requirements and other education/training opportunities

Scarborough Capital Management is an Equal Opportunity Employer

Job Type: Full-time


Salary: From $50,000.00 per year


Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Life insurance
  • Paid time off
  • Professional development assistance
  • Vision insurance

Schedule:

  • Monday to Friday

Ability to commute/relocate:

  • Annapolis, MD 21401: Reliably commute or planning to relocate before starting work (Required)

Education:

  • Bachelor's (Preferred)

Work Location: In person


  • Financial Advisor

    1 month ago


    Annapolis, United States Northwestern Mutual Full time

    Financial AdvisorAs business owners, Financial Advisors at Northwestern Mutual Annapolis help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning...

  • Financial Advisor

    1 month ago


    Annapolis, United States Northwestern Mutual Full time

    Financial AdvisorAs business owners, Financial Advisors at Northwestern Mutual Annapolis help their clients live more and worry less through our personalized approach to financial planning. They spend their days acquiring clientele and delivering financial solutions with help from our industry-leading training, mentors, and products. Discover your earning...

  • Financial Advisor

    4 weeks ago


    Annapolis, MD, United States First Command Full time

    4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. #CB What our Advisors do:  ...


  • Annapolis, Maryland, United States Paul Mitchell Schools Full time

    Company OverviewPaul Mitchell Schools, a leading institution in the beauty industry, is seeking an experienced Financial Aid School Advisor to join their team. With numerous locations nationwide, this role will play a vital part in shaping the futures of students and professionals alike.


  • Annapolis, Maryland, United States Financial Growth Partners Full time

    About the Opportunity">We are looking for a highly skilled Financial Planning Executive to join our team. As a Wealth Management Advisor, you will play a vital role in helping our clients achieve their financial goals by providing expert advice and guidance on investment strategies.You will be responsible for building and maintaining relationships with...

  • Financial Advisor

    1 week ago


    Annapolis, Maryland, United States Platform Accounting Group Full time

    About the Role:We are seeking a detail-oriented and organized Tax Advisor to join our team at Platform Accounting Group. The successful candidate will be responsible for preparing tax returns, building client relationships, and providing accounting services including bookkeeping, payroll, and sales tax.Key Responsibilities:Prepare tax returns for individuals...


  • Annapolis, Maryland, United States Edward Jones Full time

    Job OverviewA salaried professional role is available at Edward Jones, a Fortune 500 company. The estimated annual salary for this position is $85,000 in Paris, TN. As an Associate Financial Advisor, you will work under the leadership of a financial advisor to serve clients and grow the branch.In this challenging and rewarding career, you will be responsible...

  • Financial Accountant

    4 weeks ago


    Annapolis, Maryland, United States Creative Financial Staffing Full time

    Job Title: Financial AccountantWe are seeking an experienced Financial Accountant to join our team in Annapolis, MD.About the Company and OpportunityA non-profit organization focused on affordable housing is looking for a Financial Accountant to assist with their accounting needs. This is a fantastic opportunity to make a difference in the community while...


  • Annapolis, Maryland, United States Creative Financial Staffing Full time

    About the Company and Opportunity">Creative Financial Staffing is partnering with a local non-profit organization that provides affordable housing solutions. We are seeking an experienced Senior Accountant to join their accounting team in Annapolis, MD.">This contract-to-hire opportunity offers a chance to learn and grow in the affordable housing industry...


  • Annapolis, Maryland, United States Financial Growth Partners Full time

    About the Role">We are seeking an experienced Senior Investment Consultant to join our team in the Mid-Atlantic region. As a Wealth Management Advisor, you will play a critical role in helping our clients achieve their financial goals by providing tailored investment solutions and expert advice.With a strong background in finance and excellent communication...


  • annapolis, United States Creative Financial Staffing Full time

    Senior Staff Accountant- Annapolis, MDAbout the Company and Senior Staff Accountant Opportunity: CFS is partnering with a repeat client, a local non profit committed to assisting individuals with obtaining affordable housing. Currently, they are looking to add a Senior Staff Accountant to their accounting team on a contract to hire basis to work from their...


  • Annapolis, United States Creative Financial Staffing Full time

    Senior Staff Accountant- Annapolis, MDAbout the Company and Senior Staff Accountant Opportunity:CFS is partnering with a repeat client, a local non profit committed to assisting individuals with obtaining affordable housing. Currently, they are looking to add a Senior Staff Accountant to their accounting team on a contract to hire basis to work from their...


  • Annapolis, Maryland, United States Edward Jones Full time

    Unlock Your Potential as a Senior Financial Solutions ConsultantWe're seeking an experienced and driven professional to join our team as a Senior Financial Solutions Consultant. This is a unique opportunity to make a meaningful impact in the lives of our clients and contribute to the growth and success of our organization.About the RoleAs a Senior Financial...


  • Annapolis, United States Disability Solutions Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...


  • annapolis, United States Creative Financial Staffing Full time

    Property Accountant - Annapolis, MDAbout the Company and Property Accountant Opportunity: Our new client, a non profit that focuses on affordable housing, has been assisting low income individuals in Anne Arundel County for over 50 years. Due to growth, they are looking to add a Property Accountant to their team to start ASAP! Company is described as having...


  • Annapolis, United States Creative Financial Staffing Full time

    Property Accountant - Annapolis, MDAbout the Company and Property Accountant Opportunity:Our new client, a non profit that focuses on affordable housing, has been assisting low income individuals in Anne Arundel County for over 50 years. Due to growth, they are looking to add a Property Accountant to their team to start ASAP!Company is described as having...


  • Annapolis, Maryland, United States Edward Jones Full time

    OverviewAt Edward Jones, we are dedicated to making a positive impact in the lives of our clients and colleagues.

  • Financial Advisor

    5 days ago


    Annapolis, Maryland, United States Platform Accounting Group Full time

    Key ResponsibilitiesPrepare complex tax returns for individuals and businesses, including c-corps, s-corps, and partnerships.BUILD STRONG CLIENT RELATIONSHIPS by demonstrating knowledge of each client's business and finances.Provide accounting services, including bookkeeping, payroll, and sales tax compliance.Identify and resolve tax issues through research...

  • Financial Coordinator

    3 weeks ago


    Annapolis, United States Insight Global Healthcare Full time

    Job DescriptionJob DescriptionCompany: Luminis HealthPosition: Financial CoordinatorLocation: Remote (Must reside in MD, PA, DC, WV, VA, TX, NC, SC, TN, GA, or FL)Positions Open: 1Shift: Monday-FridayDuration: 6-month contractInterview Process: 1 round, Microsoft TeamsMust-Have Qualifications:High School Degree or equivalent.Bilingual in Spanish and...

  • Financial Coordinator

    3 weeks ago


    Annapolis, United States Insight Global Healthcare Full time

    Job DescriptionJob DescriptionMust-haveHS Degree or equivalent.At least 1 year of experience working in billing/accounts receivable systems for a large healthcare system.At least 1 year of experience working with Medicare, Blue Cross, Aetna, Medicaid, and other insurance. Ability to look at hospital notes, decipher account history, and explain to...