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Financial Services Manager

2 months ago

Frankfort, Kentucky, United States AFC Financial Advisory Corporation Full time
Job Opportunity

We are seeking a highly motivated and detail-oriented individual to join our team as an Advisor Support Specialist at AFC Financial Advisory Corporation.

About the Role:

  • Assist in the development of financial plans and strategies for clients.
  • Support the on-boarding process for new clients, including preparation and follow-up on client meetings.
  • Provide exceptional client service and maintain the highest level of professionalism.
  • Stay up-to-date with industry regulations and compliance requirements.
  • Collaborate with the team to achieve business objectives and goals.

Responsibilities:

  • Study for life insurance license and FINRA series 7 and 66 licenses.
  • Learn the fundamentals of our practice through execution and follow-up in the following areas:

Key Areas of Focus:

  • New client on-boarding and account servicing.
  • Client meeting preparation and follow-up.
  • Operation and procedure administration.
  • Technology and software utilization.
  • Compliance and industry regulations.
  • Project management.

About Us:

AFC Financial Advisory Corporation is a leading regional network offering financial services and wealth management. We are committed to helping individuals and families secure their financial future and create a legacy for their loved ones.