Financial Services Professional

4 days ago


GondrecourtleChâteau, Grand Est, United States Boutique Recruiting Full time
Job Summary

Boutique Recruiting is seeking a highly skilled and dedicated Financial Services Professional to join our team as an Associate Financial Advisor. This role is perfect for a current Client Service Associate (CSA) or paraplanner looking to take the next step in their career.

Key Responsibilities
  • Client Relationship Management: Manage existing client relationships, providing comprehensive financial planning advice and developing long-term relationships with clients.
  • Financial Planning: Develop and present investment, tax, risk, education, and estate planning strategies to clients.
  • Client Communication: Respond to client inquiries and requests promptly, and conduct regular client reviews to update financial plans.
  • Team Collaboration: Collaborate with the team to ensure a high standard of client service and continuously maintain client relationships.
Requirements
  • Education: Bachelor's degree is required.
  • Professional Certifications: CFP designation, or willingness to obtain promptly.
  • Industry Licenses: Series 7 and 66 licenses.
  • Experience: 2+ years of experience in a financial planning firm, preferably as a CSA or paraplanner ready for the next step.
  • Technical Skills: Proficiency in Microsoft Word, Outlook, Excel, and Teams.
  • Soft Skills: Strong oral and written communication skills, excellent attention to detail and problem-solving skills, ability to perform under pressure and manage multiple tasks.
Benefits
  • Medical, Dental, and Vision Insurance: Comprehensive health insurance package.
  • 401K Plan: Retirement savings plan with company match.
  • PTO and Holidays: 3 weeks PTO plus paid federal holidays.
  • Remote Work Option: Potential for 1 day remote work after training period.
  • Culture and Growth Opportunities: Friendly culture where the team stays current, thinks outside the box, and looks for ways to improve, with great training and growth opportunities.


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