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Licensed Advisor Assistant
2 months ago
Company Description
MacLean Financial Group specializes in comprehensive financial planning. Our team of professionals has many years of experience in financial and estate planning, retirement plans, annuities, charitable giving, business insurance, executive compensation, and employee benefits. We focus on helping business owners grow their business by minimizing taxes, protecting assets, attracting and retaining key employees, and addressing compensation and succession planning. We also provide families with solutions and resources to build, sustain, and distribute their wealth efficiently.
Role Description
This is a full-time hybrid role as a Licensed Advisor Assistant at MacLean Financial Group. The Licensed Advisor Assistant plays a vital role in guiding clients through initial stages of financial planning, facilitating access to planning tools, and supporting group retirement plans. The day-to-day tasks will include assisting with client meetings, preparing paperwork and reports, updating client information, coordinating financial transactions, and maintaining client records. This role will be primarily located in Reno, NV, with flexibility for some remote work.
Responsibilities & Activities:
- Conduct fact-finding interviews for new clients
- Prepare and send introduction packages with necessary documents
- Manage client information in Comprehensive Wealth Planning Software
- Participate in client planning meetings and assist in 401k services
- Monitor and handle client communications and service requests
- Generate client illustrations and applications for financial products
- Utilize SmartOffice CRM for client management
- Promote and facilitate the sale of investment and insurance products
- Demonstrate EMX to clients, manage websites, and organize meetings
- Prioritize tasks daily and assist with event planning and file organization
- Attend group retirement plan participant meetings and update performance sheets
Knowledge, Skills & Abilities:
- Ability to work independently with minimal supervision
- Strong oral and written communication skills
- Exceptional client service orientation
- Excellent organizational and time management abilities
- Proficiency in Microsoft Office software
- Nevada Life & Health Insurance License
- FINRA Series 66 (63 & 65), and 6 completion
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