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Junior Financial Consultant

2 months ago

GondrecourtleChâteau, Grand Est, United States Boutique Recruiting Full time

A distinguished financial advisory firm is in search of a committed Junior Financial Consultant to enhance their team. This position is ideal for an experienced Client Service Associate (CSA) or paraplanner looking to advance their career. The Junior Financial Consultant will assist the team in providing exceptional financial planning services to clients. Candidates should possess a minimum of two years of experience in a financial advisory setting and have a genuine interest in guiding clients towards informed financial choices. This role offers substantial training and advancement opportunities within the organization.

Junior Financial Consultant Qualifications:

  • Required: Bachelor’s degree
  • CFP designation or a commitment to obtain it promptly
  • Possession of Series 7 and 66 licenses
  • Minimum of 2 years of experience in a financial advisory firm, ideally as a CSA or paraplanner ready for progression
  • Proficient in Microsoft Word, Outlook, Excel, and Teams
  • Familiarity with Calendly, ShareFile, and DocuSign is advantageous
  • Strong verbal and written communication abilities
  • Exceptional attention to detail and analytical skills
  • Capability to perform under pressure and manage multiple responsibilities
  • Positive demeanor, robust work ethic, and enthusiasm for assisting clients and colleagues
Junior Financial Consultant Duties:
  • Oversee existing client relationships, offering comprehensive financial planning guidance
  • Formulate and present strategies for investment, taxation, risk management, education, and estate planning
  • Promptly address client inquiries and requests
  • Conduct regular client assessments and update financial plans using relevant software
  • Participate in client meetings, document notes, and create actionable tasks
  • Execute trades, distributions, journals, and rebalances
  • Serve as the primary contact for client communications
  • Continuously nurture client relationships, understanding their distinct situations and requirements
  • Collaborate with the team to uphold a high standard of client service
  • Learn and comply with company-specific protocols and procedures
Benefits:
  • Comprehensive Medical, Dental, and Vision insurance
  • 401K Retirement Plan
  • Three weeks of Paid Time Off plus recognized federal holidays
  • Potential for remote work after the training period
  • Supportive culture that encourages innovation and continuous improvement
  • Excellent training and career development opportunities