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Financial Planning Associate

2 months ago

CT United States Claire Myers Consulting Full time
{"title": "Service Advisor", "description": "Join Our Team as a Service Advisor

We are seeking a highly motivated and detail-oriented Service Advisor to join our team at Claire Myers Consulting in Westport, CT. As a Service Advisor, you will play a critical role in supporting our senior advisors and clients in achieving their financial goals.

Responsibilities

  • Assist senior advisors in client meetings to build relationships and understand the firm's financial planning philosophy.
  • Conduct reviews to ensure clients' investment, advanced planning, and insurance strategies align with their updated goals.
  • Identify new areas of business development for current clients, including planning and new assets, referrals, and introductions.
  • Collaborate with the investment, planning, and operations teams to analyze, recommend, and implement service items.
  • Shadow the director of financial planning to learn the financial planning process and the senior advisor to learn advanced planning strategies.

Qualifications

  • Bachelor's degree in a related field.
  • 2-3+ years of experience in financial planning.
  • CFP certification preferred (or obtain within 18 months).
  • Series 7 and 66 and LAH insurance licenses.
  • Strong communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.

Compensation

  • $120,000 base salary with additional incentive compensation.
  • $175,000-200,000 OTE.
"}