Financial Services Associate
4 weeks ago
We are seeking a highly motivated and detail-oriented Financial Services Associate to join our team at Carson Group Holdings, LLC. As a key member of our client service team, you will be responsible for providing exceptional service to our clients, including providing information and education on financial products and services, sourcing new business opportunities, and promoting our wealth enhancement planning and trust services.
Key Responsibilities:
- Provide information and education to clients on financial products and services
- Source new business opportunities through networking and referrals
- Promote established investment models and strategies to targeted clients
- Coordinate all money movement and paperwork for existing clients and prospects
- Promote the firm's wealth enhancement planning and trust services
- Adhere to all company and industry supervisory guidelines and policies
- Participate in daily morning advisor meetings and training
- Provide positive and professional service to the assigned client base
- Handle all communication with the client base, including phone calls, emails, and meetings
Requirements:
- Business development skills
- Excellent interpersonal and communication skills
- Excellent attitude and client service orientation
- Genuine interest in serving and caring for others
- Excellent organizational and time management skills
Preferred Education and Experience:
- 1-3 years of investment advisory experience
- Bachelor's degree or equivalent experience
- Active Series 7 license with a 66 or 63 or an active 65
- Life, Health, and LTC Licenses or desire to achieve necessary licenses
- Clean U-4 and U-5 history
We offer a competitive salary, bonus potential, 401(k) matching, health benefits, and a great working environment. If you are a motivated and detail-oriented individual who is passionate about providing exceptional client service, we encourage you to apply for this exciting opportunity.
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