Financial Advisor Assistant

3 weeks ago

Reno, United States Sierra Executive Solutions Inc Full time

Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.


Description: The Licensed Advisor Assistant plays a vital role in guiding clients through initial stages of financial planning, facilitating access to planning tools, and supporting group retirement plans.


Responsibilities & Activities:

- Conduct fact-finding interviews for new clients

- Prepare and send introduction packages with necessary documents

- Manage client information in Comprehensive Wealth Planning Software

- Participate in client planning meetings and assist in 401k services

- Monitor and handle client communications and service requests

- Generate client illustrations and applications for financial products

- Utilize SmartOffice CRM for client management

- Promote and facilitate the sale of investment and insurance products

- Demonstrate EMX to clients, manage websites, and organize meetings

- Prioritize tasks daily and assist with event planning and file organization

- Attend group retirement plan participant meetings and update performance sheets


Knowledge, Skills & Abilities / Qualifications:

- Nevada Life & Health Insurance License is required

- FINRA Series 66 (63 & 65), and 6 completion is required

- Ability to work independently with minimal supervision

- Strong oral and written communication skills

- Exceptional client service orientation

- Excellent organizational and time management abilities

- Proficiency in Microsoft Office software

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