Financial Services Associate
1 week ago
**About the Role**
We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team in Austin, TX.
**Job Description:**
- Deliver exceptional personalized service to clients, ensuring they feel understood and informed.
- Take an active role in the annual business planning process, assisting in developing strategies for the upcoming year.
- Actively listen for situations in clients' lives that may indicate a need for additional services.
- Drive marketing activities, such as planning and executing events.
**Key Responsibilities:
- Work independently with a team of thousands providing support and guidance.
- Develop deep and broad client relationships.
- Identify opportunities to create efficiency.
- Manage multiple priorities in a deadline-driven environment.
- Stay up-to-date with current and new office technology.
**What We Offer:**
- A comprehensive 6-month training program, including mentorship from an experienced peer.
- A wide support network, extending from your branch office to your region to the home office.
- Competitive compensation package, including medical and prescription drug, dental, vision, and voluntary benefits.
- A 401(k) retirement plan and tax-advantaged accounts, such as health savings accounts and flexible spending accounts.
- 10 paid holidays and 15 days of vacation per year, plus sick time and personal days.
**Requirements:**
- Prior experience in financial services or a related field is preferred.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in current and new office technology.
**Estimated Salary Range:** $50,000 - $70,000 per year, depending on experience and qualifications.
**Location:** Austin, TX.
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