Client Financial Services Associate
1 day ago
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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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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