Junior Financial Advisor

2 days ago

Fort Wayne, United States Masis Professional Group Full time

Junior Financial Advisor Job Description:

Masis Professional Group has an immediate need for a Junior Financial Advisor for a very well established and highly reputable financial planning firm on a full-time direct hire basis in the Fort Wayne, Indiana area. The Junior Financial Advisor is an integral part of the organization. With financial planning responsibility for the firm's clients, a Junior Financial Advisor learns to be an advisor-- first, by assisting in building the business while allowing the Senior Advisor to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on licensing, experience and expertise.


Junior Financial Advisor Responsibilities:

A Junior Financial Advisor supports the firm’s Financial Advisory Team (Certified Financial Planners®) by providing assistance with a variety of tasks so the advisors are more efficient and focused on business development and professional responsibilities. Specific areas of responsibility include, but are not limited to:

Oversee and support staff in pre-client-meeting preparation and post-client-meeting processing work as well as do the work personally

Attend client meetings; take, assemble and transcribe notes relative to action items, tasks and decisions made during appointments.

Assist with signature collection from clients, copying of documents or other tasks required during client meetings

Monitor and follow up with all action items from client meetings

Monitor and follow up with all work-related notes with members of staff, reps or clients

Schedule client appointments according to work or Advisory Report mailings

Calendar, confirm and start appointment preparation for each client appointment set

Manage and oversee Estate Settlement issues as necessary

Update asset values and run reports from database

Assist Operations Manager where needed, have a strong desire to learn the operations aspects of the organization

Respond to client inquiries and assist with client request to provide the highest level of client service

Maintain appointment calendar according to Planner’s protocol

Assist with answering telephones when needed

Assist with answering client questions when needed

Assist with workshops, seminars and client educational events


Junior Financial Advisor Qualifications:

Bachelor’s degree required

Series 7 and63 required

Experience in a busy office (serving in the financial services, broker or RIA preferred).

Experience in a brokerage or financial services support role

Preferred Licenses: FINRA Series 63, 65 or 66 and State life and health insurance license.

Licensed or enrolled in Certified Financial Planner® program a plus

Excellent written and verbal communications skills; strong typing and note taking skills, including being able to transcribe client meeting notes efficiently and accurately

Superior customer service skills

Advanced level computer skills; strong knowledge of Microsoft Office Suite

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