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Financial Advisor Assistant

2 months ago

St Paul, United States Northern Prairie Financial LLC Full time

Job Description

Job Description

Northern Prairie Financial is seeking a Financial Advisor Assistant to join our team You will deliver personalized investment solutions to help clients work toward their long-term financial goals. This is an exciting opportunity to develop your career in the personal and business finance industry, supporting the advisors of the firm and working with a team towards solutions and strategies for our clientele. In this non-sales role, you will serve as a resource for client and prospect meetings, supporting the Advisor by preparing client financial plans, coordinate information, gather data and research specific plans. You will also support in the daily operational duties including scheduling meetings, enter, maintain and update data into the appropriate systems and ensure meeting notes/summaries are accurate and documented. This role will also include: Client Service Responsibilities

Manage the client relationship, including but not limited to: scheduling of meetings, researching and responding to the client needs and requests in a timely manner, and providing information within regulatory limits. Communicate with all clients to facilitate rollovers, beneficiary designations, online access and other account maintenance functions. Effectively communicate with financial advisors on all client-related areas, concerns and issues.

Operational Responsibilities

Prepare all necessary documents and reports for client meetings, as well as handle all post-meeting responsibilities, as needed. Monitor recurring distribution list to ensure that sufficient funds are available. Process, track and follow-up on all client paperwork, distributions, investment transfers, service requests and check deposits. Perform other job-related duties and/or special projects as required.

To be considered as a candidate for the Financial Advisor Assistant, you will need to have the following education/experience: • Minimum of 2+ years in financial services industry with a finance related role. • Technical knowledge of the financial industry including Microsoft Office Suite and financial planning programs. • Ability to build out financial plans within financial planning programs. • Excellent attitude, strong interpersonal skills and client service orientation. • Ability to handle stress, multiple priorities and handle projects independently. • Strong attention to detail with accuracy, high quality, time management and problem-solving skills. Preferred experience also includes: • Bachelor’s degree in finance or business is preferred, or 4-6 years of related experience and/or training; or equivalent combination or education and experience. • Financial planning software experience. • Experience with CRM software. • Knowledge/experience in the wealth management/investment. • Series 6, 7 and 66 is preferred; or willing to obtain in the future. • MN Insurance License preferred; or willing to obtain in the future. Our ideal candidate will have the following: • Team players who are curious, service-minded and detail-oriented. • Those who want a long-term career and want to work with a stable, growing firm. • Strong work ethic with a strong interest in financial planning. • Demonstrated ability to maintain a high level of confidentiality. • Shared company values- sense of urgency, quality of work, teamwork, integrity. If this sounds like you and you want to join a growing, stable firm, please respond with a cover letter and resume. The candidate selected for the position WILL BE required to pass a FINRA background check. Hiring range: $50,000+/- depending on experience. We also offer health insurance, group life insurance, group disability insurance, PTO.

Please note this job description is not intended to be an all-inclusive list of the employee’s sole job functions and responsibilities; and nothing in this document restricts the employer’s right to assign or reassign duties, responsibilities, or obligations to this job at any time with or without notice.

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