Financial Services Specialist

4 weeks ago


Honolulu, Hawaii, United States E.A. Buck Financial Services Full time

Service Advisor Role

E.A. Buck Financial Services is seeking a highly skilled Service Advisor to join their team. As a Service Advisor, you will be responsible for managing a personal client base, processing new business applications, and acting as a client coordinator.

Key Responsibilities:

  • Private Wealth Manager:
    • Maintain licenses and abide by all required rules and regulations.
    • Act as a fiduciary for fee-based clients and maintain active E&O insurance.
    • Learn and stay abreast of best practices pertaining to EPIC Planning and EPIC Products.
    • Master and use Nitrogen, Retirement Analyzer, Salesforce, and other software as needed.
    • Provide an EPIC client planning experience and thoroughly prepare for client meetings.
    • Document all client communication in Salesforce.
    • Set annual, quarterly, and monthly sales goals and maintain focus on reaching them.
  • New Business Processor:
    • Check and collect incoming requests, review new business applications, and enter information into the internal tracking system.
    • Prepare and process new business applications for assigned advisors and submit documents to the Broker/Dealer for review and approval.
    • Ensure all outstanding requirements are satisfied and confirm source of funds are received.
  • Client Coordinator:
    • Participate in daily check-in meetings, HIVE meetings, and WIG meetings.
    • Return all client calls and emails within 2 hours and enter client and business information into the CRM.
    • Prepare client review summaries and transfer them to advisors two weeks before scheduled appointments.
    • Check in with advisors daily and call unbooked clients to book appointments.

Requirements:

  • Bachelor's degree preferred.
  • Previous client interaction in an office environment.
  • 5+ years of Financial Industry Experience Preferred.
  • CFP Preferred.
  • Life & Health paired with either a Series 65 or Series 7 & 66 combination.

Benefits:

  • 401k with automatic 3% contribution from company.
  • Pre-paid insurance (health, vision, dental, pharmaceutical).
  • Paid holidays.
  • PTO.

Work Environment:

  • Monday-Friday, 8am-5pm (in-office).

About E.A. Buck Financial Services:

E.A. Buck Financial Services is a reputable and continually expanding business model that represents the top 1% of financial advisors in all 50 states in their hiring needs. We are not a staffing firm, but a consulting firm that has built a business model which allows us to pinpoint the exact personnel needs of these established financial advisors.



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