Client Financial Services Associate

1 day ago


Reno, Nevada, United States Sierra Executive Solutions Inc Full time

Sierra 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 Sierra Executive Solutions, Inc. (SES): SES is a distinguished recruitment firm focused on sourcing exceptional talent for the financial services sector.

Position Overview: The Licensed Financial Advisor Support will be integral in aiding clients with their financial planning needs, managing client data, and overseeing group retirement initiatives.

Key Responsibilities:

  • Conduct thorough interviews to gather information from new clients
  • Prepare introductory materials and essential documentation
  • Utilize Comprehensive Wealth Planning Software for client data management
  • Engage in client planning discussions and support 401k services
  • Manage client communications and service inquiries
  • Create client illustrations and applications for financial products
  • Employ SmartOffice CRM for effective client management
  • Advocate for investment and insurance offerings
  • Demonstrate EMX to clients and assist with online presence management
  • Support event coordination and maintain organized files

Qualifications:

  • Must possess a Nevada Life & Health Insurance License
  • Completion of FINRA Series 65 and 6 is mandatory
  • Ability to operate independently
  • Exceptional communication and organizational skills
  • Proficiency in Microsoft Office applications


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