Client Associate
4 days ago
Client Associate Role:The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and action items needed to meet the client's objectives.About Precision:Precision Wealth Strategies is a boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients across the Nation. We provide financial advising, planning, and consulting services to both Individuals & Families and Businesses. Precision Wealth Strategies has a refined process empowering clients to Think Bigger, accomplish more for themselves and the people they love, implementing their dream plan with less risk and less tax as our primary focus - Planning with a Purpose. Precision Wealth Strategies is a rapidly growing boutique firm looking for new team members who are eager and ambitious to join and contribute to our continued success. Just as we Compensation:$50,000 - $80,000 yearlyResponsibilities:Essential Functions/Responsibilities:Serve as the primary contact for a specific group of client relationshipsMaintain and update the “Actions on Purpose” for assigned clients (Actions on Purpose or AoP is essentially where we track client planning objectives, required actions, etc.)Facilitate and manage the tactical actions required to reach Client Objectives (we have a team that handles paperwork processing, and another team that handles investment management/implementation, so this wouldn’t always involve performing the tasks, but rather facilitating the flow to make sure tasks are accomplished).Schedule the appropriate number of meetings with assigned clients each quarter/year (depending on the level of engagement, this may vary from one investment review per year to multiple meetings per quarter)Lead client meetings with a focus on driving Client Objectives forward (noting which objectives have been accomplished, remain to be accomplished, etc.)Identify new assets (potential AUM) within existing client relationships (this isn’t a hunter-type position, but rather a farm/cultivate-type position)Manage the Client Experience (ensure proper access and training on the client-facing systems)Work independently to accomplish all activities required to meet plan preparation deadlinesQualifications:Bachelors degree required.2 + years experience in financial services or related field.Valid & Active Series 65 or 66 licensure or ability to obtain licensure within 180 days.Experience in eMoney or comparable financial planning software, preferred.Excellent Verbal & written communication skills.Strong Problem solving and analytical skills About CompanyPrecision Wealth Strategies (PWS) is a rapidly growing boutique wealth management firm, headquartered in St. Louis, Missouri, serving clients nationwide. We provide financial advising, planning, and consulting services to Individuals, Families, and Businesses. PWS has a refined process that empowers clients to think bigger, accomplish more for themselves and the people they love, and implement their dream plans with less risk and less tax as our primary focus. PWS prides itself in providing a positive, team-focused atmosphere not only for clients but employees.
-
Client Service Associate
1 week ago
St Louis, United States Stifel Financial Full timeThe Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, p Client Service, Associate, Service, Processing, Branch Manager, Retail, Client
-
Client Service Associate
1 week ago
St Louis, United States Stifel Financial Corporation Full timeThe Client Services Associate assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, p Client Service, Associate, Service, Processing, Branch Manager, Retail, Client
-
Client Associate Associate Advisor
5 days ago
St Louis, MO, United States Precision Wealth Strategies LLC Full timeClient Associate Role: The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and action items needed to meet the client's objectives. About Precision: Precision Wealth Strategies is a boutique wealth management firm,...
-
Client Associate Associate Advisor
3 days ago
St Louis, MO, United States Precision Wealth Strategies LLC Full timeClient Associate Role: The Client Associate (or Tactical Advisor) will be responsible for supporting the strategic advisor of their assigned pod. The Tactical Advisor leads the effort in performing and executing tasks and action items needed to meet the client's objectives. About Precision: Precision Wealth Strategies is a boutique wealth management firm,...
-
Client Service Associate
4 days ago
St. Louis, United States Stifel Financial Full timeWhy StifelStifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole.Let's talk about how you can find your place here at Stifel, where success meets success.What You'll Be DoingThe Client...
-
Client Service Associate
1 week ago
St Louis, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Lets talk about how you can find your place here at Stifel,where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
6 days ago
St Louis, United States Stifel Financial Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
1 week ago
St Louis, MO, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
5 days ago
St Louis, MO, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
-
Client Service Associate
7 days ago
St Louis, MO, United States Stifel Full timeWhy Stifel Stifel strives for a culture that puts its clients and associates first: a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers, and the firm as a whole. Let's talk about how you can find your place here at Stifel, where success meets success. What You'll Be Doing The Client...
