Senior Financial Services Associate

4 weeks ago

Dinan, Bretagne, United States Cary Street Partners Full time

Job Summary

Cary Street Partners is seeking a highly skilled and motivated Senior Financial Services Associate to join our team. As a key member of our financial services team, you will be responsible for managing and developing client relationships and accounts, as well as sourcing new prospects and managing client relationships independently.

Key Responsibilities

  • Partner with Senior Financial Advisors to manage client relationships and accounts, including opening new accounts, processing and submitting documents, and initiating and filing agreements.
  • Provide client operational support, enter trades, and execute money movement.
  • Assess clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning, and estate planning, and risk tolerance.
  • Use client or prospect information to evaluate, analyze, and prepare recommendations.
  • Prepare client and prospect proposals, client books, and presentations.
  • Meet with clients and prospects to deliver financial planning and investment management recommendations.
  • Promote appropriate wealth consulting solutions for client needs, ensuring all compliance standards are met.
  • Review investments, strategies, and goals with existing clients on a regular basis.
  • Gain expert knowledge of the tools and resources of the firm to deepen relationships with existing clients.
  • Promote Cary Street Partners and Wealth Management products and services to clients and prospects.
  • Ensure all compliance standards are met.
  • Maintain confidential and time-sensitive material, including marketing materials and other forms.
  • Prospect for new clients with the Senior Financial Advisor.
  • Represent the firm within the community at events.
  • Assist with special projects and other duties as assigned.

Requirements

  • Three plus years prior financial services industry experience preferred.
  • Undergraduate degree or higher preferred.
  • Client-facing experience providing financial planning support or in areas of Bank Financial/Trust Officer, securities, accounting, personal insurance, operations or sales assistant experience preferred.
  • Knowledge of SEC/FINRA rules and related procedures.
  • Knowledge preferred of various custodial, back office, and technology platforms, including Emoney, Black Diamond, and financial/legal CRM systems.
  • Proficiency with Microsoft Office Products – Power Point, Excel, Word, Outlook.
  • Excellent written and verbal communication skills.
  • Detail-oriented with excellent follow-through.
  • Ability to represent the Firm in a positive professional manner.
  • Ability to learn new processes quickly, take initiative, and multi-task with minimal supervision; self-starter and driven.
  • Unquestionable integrity and good judgment.
  • Collaborative team player with positive attitude.
  • Willingness to travel on occasion.

Licenses and Certifications

  • Series 7 or 65 licensed or able to obtain licensing within 90 days of employment.
  • Life and Health Insurance License preferred.
  • Willingness to obtain other licenses as the need may arise.

Cary Street Partners is an equal opportunity employer and welcomes applications from diverse candidates. We participate in e-Verify and will submit your I-9 documentation to the federal government to confirm your legal eligibility to work in the United States.

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