Associate Financial ....
Associate Financial Advisor
نُشرت في :
09-01-2024
صاحب العمل نشط
1 وظيفة شاغرة
هذا المنشور غير متاح الآن! ربما يكون قد تم شغل الوظيفة.
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
حالة تأهب وظيفة
سيتم تحديثك بأحدث تنبيهات الوظائف عبر البريد الإلكترونيValid email field required
أرسل الوظائف
الخبرة
3-5سنوات
الراتب الشهري
لم يكشف
لم يتم الكشف عن الراتب
عدد الوظائف الشاغرة
1 وظيفة شاغرة
نُشرت في :
09-01-2024
الوصف الوظيفي
رقم الوظيفة : 2441653
ASSOCIATE FINANCIAL ADVISOR
Overview
The Associate Financial Advisor or AFA will support the Financial Advisor to further develop and enhance existing client relationships. The AFA will assist the Financial Advisor by attending client meetings covering financial planning investment strategy tax optimization and portfolio performance. The AFA will act as a key point of contact for clients on nonadministrative requests and will communicate with team members to assist with the coordination of all sales service activities and business development.
Duties and Responsibilities
- Identify and own the client onboarding process
- Assist the Financial Advisor with the client s review schedule
- Document client interactions and provide team with timesensitive updates
- Execute on the team service model
- Engage the team to address client s needs
- Attend client review meetings to assist in rediscovery conversations capture notes to follow up in Salesforce and track all actions and activities to ensure the highest level of client service
- Monitor and report on client satisfaction and manage the resolution of client escalations
Requirements
- A minimum of 3 to 5 years of financial service industry experience
- Series 65
- Obtain and/or maintain CFP Designation
- Excellent verbal and written communication skills with a focus on relationship management and the ability to connect with clients
- Excellent organizational skills and attention to detail with the ability to multitask effectively and efficiently
- Capability to lead through collaboration and influence with direct authority
- Thorough knowledge and understanding of the suite of firm services
- Ability to research escalated client issues for response/resolution
- Selfstarter with the aptitude to work effectively and efficiently
A minimum of 3 to 5 years of financial service industry experience Series 65 Obtain and/or maintain CFP Designation Excellent verbal and written communication skills, with a focus on relationship management and the ability to connect with clients Excellent organizational skills and attention to detail, with the ability to multitask effectively and efficiently Capability to lead through collaboration and influence with direct authority Thorough knowledge and understanding of the suite of firm services Ability to research escalated client issues for response/resolution Self-starter with the aptitude to work effectively and efficiently
نوع التوظيف
دوام كامل
المهارات المطلوبة
الإبلاغ عن هذه الوظيفة
إخلاء المسؤولية: د.جوب هو مجرد منصة تربط بين الباحثين عن عمل وأصحاب العمل. ننصح المتقدمين بإجراء بحث مستقل خاص بهم في أوراق اعتماد صاحب العمل المحتمل.
نحن نحرص على ألا يتم طلب أي مدفوعات مالية من قبل عملائنا، وبالتالي فإننا ننصح بعدم مشاركة أي معلومات شخصية أو متعلقة بالحسابات المصرفية مع أي طرف ثالث. إذا كنت تشك في وقوع أي احتيال أو سوء تصرف، فيرجى التواصل معنا من خلال تعبئة النموذج الموجود على الصفحة اتصل بنا
