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Financial Planning

2 months ago

Richmond, United States Millennium Advisory Services, Inc., a HUB International company Full time

We currently have an opportunity for a Financial Planning & Service Associate to join our Retirement and Private Wealth team in our Glen Allen, VA office.


The selected individual will be responsible for assisting our Investment Advisors in providing excellent service to our clients through the creation and maintenance of financial plans and the processing of client requests. The successful candidate must be a hands-on, service-oriented individual with exceptional organizational, communication and interpersonal skills. This position has the potential for advancement within the Financial Planning & Service Team, to an Investment Advisor role, and other roles throughout the company.


Job Responsibilities will include, but are not limited to:

  • Promote and enhance client relationships, from the onboarding of a new client to the continued service provided for existing clients, including communication with clients to process requests, resolve inquiries, and update key information
  • Communicate professionally with clients via phone or written correspondence
  • Input financial planning data in eMoney based on advisor notes from new client meetings and client reviews
  • Review, organize, process, and submit completed client paperwork to custodians, and track requests to completion
  • Input detailed client notes into Redtail CRM (Client Relationship Management Software)
  • Coordinate with Investment Advisors to set up availability in scheduling software, set appointments, and communicate with clients to reschedule canceled appointments
  • Maintain various regulatory documents for Financial Planning & Service Team and Compliance Department
  • Coordinate with other teams to ensure all aspects of the client’s accounts, financial plan, and investment portfolio are managed effectively
  • Other projects and responsibilities may be added at the company’s discretion


Qualifications:

  • Bachelor’s Degree in Business or work experience in financial planning/financial services industry
  • Currently holds Series 65 or ability to pass necessary securities license exam(s)
  • Experience with goals-based planning software and client relationship management software is a plus
  • Ability to handle multiple priorities, think critically, and problem solve in a rapidly changing environment
  • Organized, accurate, detail-oriented
  • Professional verbal and written communication skills
  • Passion for helping others achieve their financial goals
  • Proficiency in Microsoft Suite
  • Willingness to learn new skills and processes


What We Offer You:

At HUB International we want you to achieve an even work-life balance, and our benefits package allows you to manage your health, wellness, and financial future. HUB International will foster your learning, support your endeavors, and encourage your growth. We provide opportunities for career-driven individuals to move upward in our organization. Our successes breed your opportunity


Benefits you may enjoy working at HUB International Mid-Atlantic:

  • Medical, Dental, Vision and Prescription Drug Coverage
  • Health Plan Reimbursement Program
  • Health Savings Account (HSA)
  • 401(k) Savings Plan
  • Employee Assistance Program (EAP)
  • Comprehensive Wellness Program
  • Flexible Spending Accounts (FSAs)
  • Life and Disability Plans
  • Long-Term Care
  • Identity Theft, Group Legal, Accident, Critical Illness, Pet Insurance and many more
  • Low-Cost Loan Program and Student Loan Resources
  • Vacation, Holiday, Sick, and Personal Time Off
  • Comprehensive Onboarding
  • Continuing Education
  • Flexible Work Arrangements
  • Dress for Your Day Dress-Code


Required Experience: 1-2 years of relevant experience

Required Travel: Negligible

Required Education: High school or equivalent


To apply for this position please visit this site: