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Financial Advisor 1
2 months ago
Job Description
Job Description
The Financial Advisor I is primarily responsible for supporting the senior financial advisor(s) and principals of the firm in all aspects of giving advice and conducting client meetings. He/She shadows the senior financial advisor(s) and principals of the firm to develop a deeper understanding of FSA’s philosophy and approach to investing and participates in client meetings to educate clients and give advice. The Financial Advisor I regularly works in conjunction with client service associates to ensure proper preparation and completion of documentation for client meetings and processing client financial information through various financial planning software tools. Financial advisors meet regularly with the Advice Team to continuously learn, share information on best practices, identify departmental gaps, promote consistency in handling of processes and procedures, and regularly reinforce effective advice strategies that successfully cultivate lasting client relationships built upon the firm’s cultural vision. CFP designation is preferred but not required. Please note this position is for a financial
advisor .
RESPONSIBILITIES:
Client Services
Establish and maintain lasting client relationships.
Communicate with clients both verbally and in writing.
Assist clients with investment and finance-related requests, processing forms, payments, account applications, money transfer requests, rollovers, beneficiary changes, etc.
Maintain files, keep detailed notes on client issues, initiate and track tasks through CRM.
Greet clients and/or visitors either by phone or in person professionally and pleasantly.
Support Advice Department
Assist financial advisors with scheduling client and prospect appointments as well as handling meeting preparation.
Participate in client meetings as needed to take notes and provide support to financial advisors.
Learn how to effectively cultivate client relationships.
Work with mentor(s) on the Advice Team to gain exposure to the daily work of an advisor.
Software/Web
Understand and use all client-related software including Client Relationship Management (CRM), portfolio management, financial planning, MS Office products.
Ability to use software to assist in client requests, data entry into financial planning software, internally segment clients, etc.
Working knowledge of custodian website and FSA Vault.
Research various topics via web and other resources.
Office Administration
Assist with preparation of marketing materials, mailings, and special projects.
Provide back-up phone coverage for office (respond to inquiries, transfer calls, etc.).
Understand all Schwab forms including, but not limited to, applications, beneficiary forms, Moneylink applications, etc.
Understand all FSA forms including, but not limited to, the Client Profile and Agreement, strategy change letters, termination letters, data input forms for financial planning software, etc.
Cultural Vision Integration
Support and implement core values into daily work and team member interactions.
Participate in training and on-going learning opportunities as designated by manager.
General Support
Supports the Senior Financial Advisors with analysis, client service and technical assistance.
Learns technical skills to prepare to serve clients independently as a Financial Advisor 2.
QUALIFICATIONS:
Bachelor’s degree minimum
Qualification and educational focus for becoming a CERTIFIED FINANCIAL PLANNER professional
Minimum 3 years’ work-related experience preferred
Strong verbal and written communication skills
Good analytical, problem solving, and interpersonal skills
Must be organized, detail-oriented, and possess the ability to multi-task
Strong prioritization and time-management skills
Ability to work effectively in a team environment
Self-starter who takes initiative with little direction
Inherent sense of accountability and ability to take responsibility for work
Customer service oriented with a pleasant demeanor and telephone manner
Team oriented with ability to collaborate
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