Sales Support Associate
20 hours ago
Department(s): Operations/Service
Status: Exempt
Reports To: Office Manager
At Wealth Advisors, our vision is to provide wisdom and guidance to all the lives we touch. The more individuals we inspire, the greater the impact to our society. With stability, balance and strength we strive to empower those in our communities to build a legacy of financial independence that can be spread to future generations.
The Wealth Advisors’ mission is to impact and improve the lives of our clients and communities by providing high-caliber, personalized service. Our clients are like family, and we passionately care about their dreams and successes. With expertise and compassion, we help our clients navigate their unfolding path to make educated financial decisions on either side of life's transitions.
Our South Bay, CA office provides a comfortable, professional work environment. While we aim for the highest service standards for our clients, our office culture is friendly and relaxed without sacrificing the quality of our results.
Job Description / OverviewThe Sales Support position provides technical support for our Financial Advisors and is responsible for delivering exceptional back-office support driving a smooth and efficient operation at Wealth Advisors. Responsibilities include investment research, updating investment models, trade preparation, paraplanning, eMoney maintenance, and reporting. While this is not a client-facing position, the Sales Support role is an integral part of our team that contributes to our stellar client experience.
- Utilizing Core Technology to carry out all essential functions
- Data Entry and Monitoring of client data in Financial Planning Software
- Utilization of Core Operating Systems
- Utilize and maintain client information in CRM
- Provide ongoing sales support to our advisors
- Research and Implementation of Client Solutions as needed
- Creating, maintaining, and updating Operational Reports
- All aspects of sales support and client servicing
- Facilitate and coordinate the development and updates of client financial plans
- Participate in client meetings as needed to document interactions and capture follow-up action items
- Client data maintenance
- Investment product research and analysis
- Trade summary preparation
- Reporting and Updating investment models
- Monitoring and updating internal operating procedures as required
- Bachelor’s degree (related field preferred)
- Minimum 3+ years of financial services experience
- Knowledge of broker-dealer/RIA platforms and trading systems and experience with LPL systems is strongly preferred
- Familiarity and Knowledge of financial planning software are required, eMoney experience is highly preferred
- Knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint) is required
- Knowledge of CRM software is required, experience with Redtail® is strongly preferred
This is a full-time position with benefits, including paid time off (PTO), paid company holidays, medical, dental, and vision insurance, and participation in the company’s 401(K) plan after 3 months of service.
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