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Associate Financial Advisor
4 months ago
Summary
The Associate Financial Advisor is a critical member of the Rademacher Financial team, responsible for delivering extraordinary client service and care. First and foremost, this role is designed to work alongside the client-facing team and a Lead Advisor to assist clients with any service/financial needs they may have.
Secondly, this position involves assisting a Lead Advisor with financial planning and account service. The Associate Financial Advisor works under the supervision a Lead Advisor and assists them directly with their book of business. This position sets a successful candidate to eventually meet with clients of the firm on their own. With experience, the role can evolve into a Lead Advisor position.
Essential Duties And Responsibilities
o Attend client meetings for a segment of the firm. Prepare for and contribute to meetings as assigned, take notes, prepare summary letter and log follow-up tasks in CRM system.
o Attend prospective client meetings for a segment of the firm. Work with Advisor and rest of team throughout the onboarding process, preparing financial plan, documents and other steps in the process. Prepare and track new business/account service forms and open client accounts.
o Prepare financial plans for new clients. With growth in the position, prepare and present recommendations.
o Update financial plans for existing clients on an annual basis. Develop scenarios showing different options under the guidance of Advisor.
o Complete follow-up planning activities from client meetings.
o Answer ongoing financial planning questions for clients as needed.
Qualifications & Expectations
o One year of professional experience preferred. We are also open to candidates with experience in the securities industry as well.
o Hold or complete RIA Licensing Examinations (Series 66) within the first 90 days.
o Hold or complete Kansas Insurance Licensing Examination shortly after or concurrently with Series 66.
o Begin coursework within first year of employment towards the Certified Financial Planner Designation (timeline TBD).
o Excellent written and verbal communication skills.
o Well-developed interpersonal skills. A people person at heart who loves working with the public. This position presents opportunities for in-depth knowledge of clients as well as educating them on financial planning topics/issues.
o Attention to detail with a perfectionist’s eye.
o Effective time management skills demonstrated in an ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines.
o A desire to continually learn and grow, both professionally and personally.
o Get involved in the Lawrence community through organizations that interest you.
About Us
Rademacher Financial, Inc. is an independent Registered Investment Advisor, registered with the SEC, and headquartered in Lawrence, Kansas. We serve over 400 clients with $165M+ in assets under management. We are committed to hiring an inclusive, diverse team. We are an equal opportunity employer and it is our policy to recruit, hire, train, promote and administer any and all personnel actions without regard to sex, race, age, color, creed, national origin, religion, sexual orientation, ethnic identity or physical disability. At Rademacher Financial, we offer a comprehensive benefits package to include fully-paid health and dental care, retirement plan with company matching, paid disability, paid life insurance, paid licensing and certifications, and paid time off. Salary is commensurate with experience and salary reviews are conducted annually.
To Apply, please send the following to Rachel@RademacherFinancial.com. Please note that Incomplete Applications will not be considered.
1. Cover Letter summarizing your experience related to this position and how you would like to grow in the role.
2. Resume
3. Names and Contact Information for 3 References (will not be contacted until we have your approval to do so).
4. Salary History and/or Requirement
