Financial Service/Planning Associate

2 weeks ago

Costa Mesa, California, United States The Rand Group Full time $65,000 - $85,000 per year

Our Story

With offices in California and Hawaii, The Rand Group is an award-winning financial services firm providing a broad scope of personalized financial services, primarily to high-net-worth individuals and families nationwide. The company's distinct wealth management brand applies to a true fiduciary standard of care for individuals, families, small businesses, and corporate clients. These services include financial planning, investment strategy, risk management, private market investments, and strategy implementation.

Our firm is a team of dedicated professionals working closely together to achieve high-performance results through shared objectives. We hold each other accountable for our goals and support one another to provide our clients with a unique experience tailored to their individual needs.

This is an in-office Monday - Friday position in our Newport Beach office.

What You'll Do

We are seeking a creative, well-organized, and self-motivated individual with strong professional communication skills to provide support in financial planning, client services, and general administration. You will report to the Managing Director/Partner. You need to be a service-oriented, coachable team player who is flexible, adaptable, and willing to assist with and learn about different roles within the company.

  • Help with data collection, data input, and presentations for financial planning
  • Collaborate with advisors to provide tailored client solutions
  • Provide customer service to clients and manage the administration of client financial accounts, including financial transactions.
  • Help set up new investment accounts – drafting emails, preparing customer welcome materials, account distributions, and other onboarding tasks
  • Prepare essential documents and PowerPoint-based presentations for client meetings
  • Maintain client files within the Salesforce CRM system
  • Prioritize and organize workflows, and collaborate in all facets of operations
  • Respond to client client questions regarding accounts and procedures
  • Offer administrative and office management support to the team
  • Assist with marketing-related functions and business development activities

What You'll Bring

· BA/BS degree in finance or related field

· Series 7, 66, 63/65, CA Insurance License not required but preferred

· 3+ years of experience in Financial Services (Including internships involving customer service or financial analysis)

· Experience using MS Office applications, such as Word, Excel, and PowerPoint

· Detail-oriented with the ability to prioritize and organize workflow

· Ability to work in a fast-paced, high-intensity work environment

· Self-starter and able to work independently

· Superior interpersonal, organizational, and client service skills

· Experience with financial software preferred but not required: eMoney, Money Guide Pro, Salesforce, Nitrogen

· Flexible and willing to perform other tasks as assigned

What We Offer

· Annual base salary $65,000 – $85,000 plus incentive compensation based on qualifications and experience

· Financial incentives for educational goals and certifications (FINRA licenses, CFP, CIMA, CFA, AIF, etc.)

· 401(k)/Profit Sharing Plan

· Health, Dental, Vision, and Life Insurance

· Paid holidays

· Vacation and PTO days

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