Financial Service Advisor

2 weeks ago

Albuquerque, United States Ethos Financial Partners Full time

Ethos Financial Partners

A private wealth advisory practice of Ameriprise Financial Services, LLC


Our Firm

Ethos Financial Partners is a private wealth advisory practice of Ameriprise Financial Services, Inc. We are in the top ranked Franchises at Ameriprise and are a thriving and growing team practice.

We are seeking an experienced candidate in our Albuquerque, New Mexico office. We also have office locations in Grand Junction, CO and Thornton, CO.


People join our firm because they want to accomplish something meaningful and bigger than themselves, making a difference in other people’s lives. Our main priority is to serve the financial needs of our clients through excellent personal service. Through our caring advice, we help individuals and families attain confidence in the future, balancing their dreams for tomorrow with their goals and desires for today. From retirement strategies and investment planning to tax planning and much more, we help clients live the life they’ve earned and deserve.


Position Overview

This is an exciting opportunity to join the Ethos Financial Partners team as a Servicing Advisor. The Servicing Advisor is not a producing advisor; instead, he or she is dedicated to supporting the needs of a Financial Advisor and his or her clients.


Job Duties

  • Putting “clients first” and creating a consistently referable client experience
  • Service clients of a lead advisor’s practice
  • Meet with clients based on service needs and assets with our firm
  • Involvement in all aspects of the pre-client meeting activities, including data gathering, preparing agendas, assisting with client paperwork and asset allocations
  • Assist in preparing for and conducting client meetings and regularly monitoring client’s financial situations with attention to detail and accuracy
  • Responsible for post-meeting activities including meeting summaries, financial situation analysis, coordination of plan implementation with outside professionals
  • Work within Ethos Financial Partners’ systems and guidelines
  • Assist in various projects including portfolio reviews and preparing financial projections
  • Take inbound calls from our clients and perform any research or paperwork associated with their inquiry
  • Prepare documentation for or as a result of client meetings including scanning notes, updating client documentation, preparing/processing account paperwork, performing research for the Financial Advisor, etc.
  • Prepare and process complex paperwork including annuities, REITs, insurance products and others
  • Keep management systems up-to-date with client information
  • Educate clients on account services and capabilities
  • Help with the preparation of reports and other materials for client meetings, collect the right documentation for opening new accounts and service requests, other duties as assigned

This is a high-level explanation of the duties. The likelihood of change and the degree of change is high.


Requirements

  • Bachelor’s degree or higher
  • Applicant will need to be fully licensed (Series 7, Series 66, Life & Health)
  • Work in the Albuquerque office
  • At least two years’ experience with client service; financial planning or advising industry experience preferred; trading experience a plus
  • Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial, and FINRA

Job Skills

  • Ability to work as a team and individually while keeping the lead advisor aware of progress and challenges; able to contribute and work in a team environment; coachable
  • High emotional competency; excellent communication and listening skills
  • Comfortable and capable speaking with clients, meeting clients in person, over the phone and via webinar
  • Strong financial and analytic skills; ability to learn new and complex concepts
  • Strong technology and Microsoft suite skills: Word, Excel, Outlook, Salesforce, MoneyGuide Pro
  • Detail-oriented and organized
  • Ability to utilize the practice’s systems and processes for working with clients and contribute ideas to both as they are always evolving


More About Ethos Financial Partners

Mission Statement:

At Ethos Financial Partners, we are devoted to helping people live more confident and fulfilled lives by protecting what matters most. To accomplish this, our team of professionals works together to develop a customized roadmap tailored to each client’s values, financial objectives and life goals.

Vision Statement:

To be the financial advice team of choice by helping our communities fulfill and protect their life dreams.

We care about what’s important to you

Your financial goals are individual, and we can help you achieve them.

We take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice we offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Saving for Education
  • Cash Flow Management Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Family Finances
  • Insurance
  • Retirement Income Strategies
  • Small Business
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies

Benefits:

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

Compensation package:

  • Bonus opportunities

Weekly schedule:

  • Monday to Friday

Work setting:

  • In-person

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