Financial Advisor Assistant
4 weeks ago
Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.
Description: 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.
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 / Qualifications:
- Nevada Life & Health Insurance License is required
- FINRA Series 66 (63 & 65), and 6 completion is required
- 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
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Financial Advisor Assistant
4 weeks ago
Reno, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.Description: The Licensed Advisor Assistant plays a...
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Financial Center Assistant Manager
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Reno, United States Bank of America Corporation Full timeJob 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...
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