Associate Advisor

2 weeks ago

Cleveland, United States Signature Estate & Investment Advisors, LLC Full time
Job DescriptionJob Description


JOB DESCRIPTION

JOB TITLE: Associate Advisor

EMPLOYER: Signature Estate and Investment Advisors Inc

DEPARTMENT: Advisory Team

LOCATION: Cleveland, OH

REPORTS TO: Director of Operations

SUMMARY: This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients.

DUTIES AND RESPONSIBILITIES:
• Oversees client planning, implementation, and service details.
• Conducts investment reviews.
• Responds to service issues.
• Maintains client and practice management data.
• Independently serves and grows existing investment clients.
• Performs other related duties as assigned by management.

SUPERVISORY RESPONSIBILITIES:
• This job has no supervisory responsibilities.

QUALIFICATIONS:
• Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
• Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66, and enrolled in study courses for the Certified Financial Planning (CFP)
• Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.

COMPETENCIES:
• Diversity - Demonstrates knowledge of EEO policy; Shows respect and sensitivity for cultural differences; Educates others on the value of diversity; Promotes a harassment-free environment; Builds a diverse workforce.
• Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
• Adaptability - Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change, delays, or unexpected events.
• Analytical - Synthesizes complex or diverse information; Collects and researches data; Uses intuition and experience to complement data; Designs work flows and procedures.
• Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
• Business Acumen - Understands business implications of decisions; Displays orientation to profitability; Demonstrates knowledge of market and competition; Aligns work with strategic goals.
• Cost Consciousness - Works within approved budget; Develops and implements cost saving measures; Contributes to profits and revenue; Conserves organizational resources.
• Customer Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
• Delegation - Delegates work assignments; Matches the responsibility to the person; Gives authority to work independently; Sets expectations and monitors delegated activities; Provides recognition for results.
• Dependability - Follows instructions, responds to management direction; Takes responsibility for own actions; Keeps commitments; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
• Initiative - Volunteers readily; Undertakes self-development activities; Seeks increased responsibilities; Takes independent actions and calculated risks; Looks for and takes advantage of opportunities; Asks for and offers help when needed.
• Innovation - Displays original thinking and creativity; Meets challenges with resourcefulness; Generates suggestions for improving work; Develops innovative approaches and ideas; Presents ideas and information in a manner that gets others' attention.
• Interpersonal Skills - Focuses on solving conflict, not blaming; Maintains confidentiality; Listens to others without interrupting; Keeps emotions under control; Remains open to others' ideas and tries new things.
• Judgement - Displays willingness to make decisions; Exhibits sound and accurate judgment; Supports and explains reasoning for decisions; Includes appropriate people in decision-making process; Makes timely decisions.
• Leadership - Exhibits confidence in self and others; Inspires and motivates others to perform well; Effectively influences actions and opinions of others; Accepts feedback from others; Gives appropriate recognition to others.
• Motivation - Sets and achieves challenging goals; Demonstrates persistence and overcomes obstacles; Measures self against standard of excellence; Takes calculated risks to accomplish goals.
• Oral Communication - Speaks clearly and persuasively in positive or negative situations; Listens and gets clarification; Responds well to questions; Demonstrates group presentation skills; Participates in meetings.
• Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations; Uses reason even when dealing with emotional topics.
• Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
• Quality - Demonstrates accuracy and thoroughness; Looks for ways to improve and promote quality; Applies feedback to improve performance; Monitors own work to ensure quality.
• Quantity - Meets productivity standards; Completes work in timely manner; Strives to increase productivity; Works quickly.
• Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Contributes to building a positive team spirit; Puts success of team above own interests; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
• Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
• Written Communication - Writes clearly and informatively; Edits work for spelling and grammar; Varies writing style to meet needs; Presents numerical data effectively; Able to read and interpret written information.

The above is intended to describe the general content of and requirements for the performance of this job. It is not to be construed as an exhaustive statement of duties, responsibilities or physical requirements. Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Service Advisor

    1 week ago

    Cleveland, Ohio, United States Ascent Auto Full time

    Ascent Auto Service Advisor PositionWe are seeking a skilled Service Advisor to join our team at Ascent Auto. As a leading provider of automotive services, we pride ourselves on delivering exceptional customer experiences and maintaining a high level of technical expertise.Key ResponsibilitiesMeet and greet customers in a professional manner, addressing...

  • Senior Legal Advisor

    2 days ago

    Cleveland, Ohio, United States Knowhirematch Full time

    Position TitleLegal Advisor - Health Care SectorLocation: RemoteAbout Knowhirematch:At Knowhirematch, we are a prominent legal firm focused on transactions within the Long-Term Health Care industry. Our commitment lies in delivering exceptional legal support to our clients operating in the health care domain.Your Responsibilities:As a Legal Advisor, you will...

  • Service Advisor

    3 months ago

    Cleveland, United States Ascent Auto Full time

    Job DescriptionJob DescriptionMETRO LEXUS needs a Service Advisor for our growing business. We have a large volume so there is ample opportunity to earn a great income. Pay is based on a guaranteed salary and a percentage of Labor and Parts sales. Schedule is M-F with some Saturday rotation. Service Advisor experience is required.Are you passionate about...

  • Client Risk Management Advisor

    2 weeks ago

    Cleveland, Ohio, United States Marsh McLennan Companies Full time

    Position Overview: Discovering our unique approach. At Marsh McLennan Agency (MMA), we pride ourselves on our award-winning and inclusive workplace culture, which is cultivated through the dedication of exceptional individuals. Our team consists of over 10 of the industry's most talented professionals, committed to delivering impactful and meaningful...

  • Construction Product Technical Advisor

    2 weeks ago

    Cleveland, Ohio, United States Rust-Oleum Corporation Full time

    JOB DESCRIPTION An exciting opportunity has emerged at Rust-Oleum Corporation for a Construction Product Technical Advisor.General Purpose: The Construction Product Technical Advisor is tasked with delivering expert technical assistance regarding Rust-Oleum's construction product offerings to distributors, contractors, residential clients, sales and...

  • Construction Product Technical Advisor

    2 weeks ago

    Cleveland, Ohio, United States Rust-Oleum Corporation Full time

    JOB DESCRIPTION An exceptional opportunity has emerged at Rust-Oleum Corporation for a Construction Product Technical Advisor.General Purpose: The Construction Product Technical Advisor is tasked with delivering expert technical assistance regarding Rust-Oleum construction products to distributors, contractors, residential clients, sales and marketing...

  • Customer Experience Specialist

    3 months ago

    Cleveland, United States Best Buy Full time

    **Customer Experience Specialist (Advisor) - Job Details** **Customer Experience Specialist (Advisor)** Share Job **Overview** Part Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure) * Backup childcare * Tuition assistance for yourself and dependents * Generous employee...

  • Personal Insurance Advisor

    2 weeks ago

    Cleveland, Ohio, United States Marsh McLennan Companies Full time

    Position Overview: Discover our unique approach. At Marsh McLennan Agency (MMA), we pride ourselves on fostering an award-winning and inclusive workplace culture that thrives on the dedication of exceptional individuals. Our team comprises some of the brightest minds in the industry, all committed to delivering impactful and meaningful work each day....

  • Construction Product Technical Advisor

    2 weeks ago

    Cleveland, Ohio, United States Rust-Oleum Corporation Full time

    JOB DESCRIPTION An exciting opportunity is available at Rust-Oleum Corporation for a Construction Product Technical Advisor.General Purpose: The Construction Product Technical Advisor is tasked with delivering expert technical assistance regarding Rust-Oleum construction products to distributors, contractors, residential clients, sales and marketing...

  • Client Service Associate

    3 weeks ago

    Cleveland, United States Cerity Partners Full time

    Job DetailsLevelEntryJob LocationCleveland Office - Cleveland, OHPosition TypeFull TimeEducation Level4-year degree or aboveJob CategoryFinanceDo you want to impact the financial lives of people for the better? Do you aspire to a career in wealth management, providing holistic advice including tax, planning and investment services? Would you value working...

  • Customer Service Advisor

    1 week ago

    Cleveland, Ohio, United States Harrison Gray Search and Consulting LLC Full time

    Position Overview:The Client Engagement Specialist plays a pivotal role in fostering, enhancing, and maintaining client relationships by delivering outstanding customer service that aligns with organizational standards. This position entails providing comprehensive support to colleagues in managing both new and renewal business, while promoting ongoing...

  • Regulatory Compliance Litigation Associate

    1 week ago

    cleveland, United States Capstone Search Advisors Full time

    Location: Cleveland, OHCompany: Capstone Search Advisors (on behalf of a leading midsize law firm)About Us: Capstone Search Advisors is partnering with a prestigious midsize law firm in Cleveland, Ohio, to find a talented and motivated Regulatory Compliance Litigation Associate. Our client is renowned for its dedication to excellence in legal services and...

  • Regulatory Compliance Litigation Associate

    2 weeks ago

    Cleveland, United States Capstone Search Advisors Full time

    Location: Cleveland, OHCompany: Capstone Search Advisors (on behalf of a leading midsize law firm)About Us: Capstone Search Advisors is partnering with a prestigious midsize law firm in Cleveland, Ohio, to find a talented and motivated Regulatory Compliance Litigation Associate. Our client is renowned for its dedication to excellence in legal services and...

  • Regulatory Compliance Litigation Associate

    2 weeks ago

    Cleveland, United States Capstone Search Advisors Full time

    Location: Cleveland, OHCompany: Capstone Search Advisors (on behalf of a leading midsize law firm)About Us: Capstone Search Advisors is partnering with a prestigious midsize law firm in Cleveland, Ohio, to find a talented and motivated Regulatory Compliance Litigation Associate. Our client is renowned for its dedication to excellence in legal services and...

  • Client Service Associate

    3 weeks ago

    Cleveland, United States Cerity Partners Full time

    Job DetailsLevel Entry Job Location Cleveland Office - Cleveland, OH Position Type Full Time Education Level 4-year degree or above Job Category Finance Do you want to impact the financial lives of people for the better? Do you aspire to a career in wealth management, providing holistic advice including tax, planning and investment services? Would you value...

  • Client Service Associate

    2 weeks ago

    Cleveland, United States Cerity Partners Full time

    Job DetailsLevel Entry Job Location Cleveland Office - Cleveland, OH Position Type Full Time Education Level 4-year degree or above Job Category Finance Do you want to impact the financial lives of people for the better? Do you aspire to a career in wealth management, providing holistic advice including tax, planning and investment services? Would you value...

  • Financial Strategy Associate

    1 week ago

    Cleveland, Ohio, United States Clearstead Full time

    We are looking for a Wealth Management Planning Associate - Hybrid Remote to join our esteemed financial advisory firm. This role is essential for crafting comprehensive financial planning outputs using advanced software tools. The selected candidate will be responsible for inputting data, preparing, and reviewing financial planning documents to ensure they...

  • Sales Associate

    3 months ago

    Cleveland, United States TBC Full time

    **Sales Associate** **Location:** Cleveland, TN, US, 37312 **Description** In the automotive **Sales Associate** role (Customer Service Advisor) youll have a great opportunity to learn the auto services business. This role is responsible for selling tires, tire related services, mechanical services and providing excellent customer service in a retail store....

  • Senior Financial Advisor Sr

    3 weeks ago

    Cleveland, United States The PNC Financial Services Group, Inc Full time

    Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the...

  • Wealth Management Planning Associate

    2 weeks ago

    Cleveland, Ohio, United States Clearstead Full time

    We are looking for a Wealth Management Planning Associate - Hybrid Remote to join our esteemed financial advisory firm. This role is pivotal in crafting financial planning outputs utilizing advanced software tools. The successful candidate will be responsible for inputting data, preparing, and potentially reviewing financial planning documents to ensure they...