Financial Planning Associate
8 hours ago
Job Summary
We are seeking a highly motivated and detail-oriented Licensed Financial Planning Associate to join our team at Clark Financial. As a key member of our team, you will be responsible for assisting clients with annuities, life, long-term care, and managed money, while developing and managing strong client relationships.
Key Responsibilities
- Assist clients with financial planning and wealth management
- Develop and maintain strong client relationships
- Assist main Advisors with meeting individual and team goals
- Resolve any issues regarding new accounts, transfers, or amendments
- Complete and process servicing requests
- Maintain database programs
- Prepare paperwork for new client accounts
Requirements
- College degree preferred
- 2+ years of financial service experience required
- Series 65 or equivalent to get registered as an IAR required
- Life and Health licensing preferred, or required within 30 days of hire
- Strong organizational, prioritization, interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite, including 365 and Teams
- Experience with Redtail CRM preferred
Benefits
- 401(k) - automatic 4% company contribution based on salary
- Health, Dental, Vision, LTD, Life and AD&D
- Continuing education stipend/reimbursements
- Wellness Reimbursement
- All Federal holidays
- PTO
Work Environment
- Monday – Friday
- 8:00am-5:00pm
- Some evenings required for client events
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