Financial Advisor Assistant
3 days 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
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Reno, United States First Command Financial Services, Inc Full timeFinancial Advisor 4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. ...
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Financial Advisor Assistant
4 months 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 Advisor Assistant
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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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Reno, Nevada, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is actively looking for a Licensed Financial Advisor Support to provide essential assistance to Financial Advisors in delivering comprehensive financial planning services to clients. This role demands excellent communication abilities, meticulous attention to detail, and a commitment to outstanding client service.About...
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Financial Planning Specialist
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Reno, United States Prime Capital Financial Full timePrime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with...
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Client Service Specialist
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Reno, United States Prime Capital Financial Full timePrime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with...
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Reno, United States Prime Capital Financial Full timePrime Capital Financial is looking for a motivated and driven individual who is looking for a long-term career with a growing company to support our Cornerstone brand in Reno, NV. This is a great position for someone who has excellent communication, organization, and business skills. As a Client Service Specialist, the ideal candidate will work closely with...
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Reno, Nevada, United States Sierra Executive Solutions Inc Full timeSierra Executive Solutions, Inc. (SES) is actively looking for a qualified Licensed Advisor Assistant to provide essential support to Financial Advisor(s) in delivering comprehensive financial planning services to clients. This role demands excellent communication abilities, meticulous attention to detail, and a commitment to outstanding client service.About...