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Financial Services Professional

2 months ago

Utica, New York, United States M3 Placement Full time
Job Overview

M3 Placement is seeking a highly motivated and detail-oriented Financial Services Professional to join our team as a Wealth Management Advisor. As a key member of our team, you will play a supportive role in client and advisory activities, working closely with our experienced advisors to deliver exceptional client service and support.

Key Responsibilities
  • Client Service: Provide day-to-day primary/backup contact for clients/prospects and primary back-up to lead and senior advisors. Serve as liaison between client service and advisor team/end client. Coordinate key tasks with professional partners outside of M3 Placement (attorneys, CPAs, insurance providers, etc).
  • Investment and Financial Plan Execution: Coordinate/execute/implement recommendations for client financial plans and investments.
  • Follow-Up/To-Dos: Timely completion and coordination of action items internally with proper inputs communicated to team members when delegated.
  • Leadership: Participate in firm groups, initiatives, or internal projects/rocks, as well as in the community.
Requirements
  • Education: Bachelor's degree (preferably in business, accounting, finance, economics, education, or related experience)
  • Experience: Experience in financial services industry (preferred but not required...several of our best teammates changed careers)
  • Skills: Proficiency in Microsoft Office; experience with various financial planning, CRM, portfolio management and document management software; previous experience with Salesforce and/or Orion preferred.
  • Personal Qualities: Continuously exhibits personal integrity and professional initiative. Reliable, follows through on commitments, does not shrink from new challenges. Possesses a passion to help new and existing clients. Demonstrates a commitment to accuracy by delivering high quality work. Excellent written and verbal communication. Collaborative and able to work effectively with others. Flexible team player who is highly adaptable to change and open to new ideas.
What We Offer
  • Opportunity to Make an Impact: Opportunity to make an impact on client's lifelong financial goals.
  • Supportive Leadership: Supportive leadership team dedicated to our culture of learning and professional development.
  • Career Growth: Career mapping and mentorship.
  • Competitive Compensation: Competitive salary and health benefits.
  • Benefits: 401K, paid time off.
Base Salary Range:

$58,000 - $70,000 plus performance-based compensation

M3 Placement is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, veteran status, or any other status protected by law.