Advisor Support Specialist San Jose, CA
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Job Location:
San Jose, CA - USA
Yearly Salary:
$ 75 - 90
Posted on:
17 hours ago
Vacancies:
1 Vacancy
Job Summary
Position: Advisor Support Specialist
Firm: Heckman Financial & Insurance Services
Location: San Jose CA
Overview:
Do you have a passion for financial services and helping people feel confident in achieving their financial goals Heckman Financial & Insurance Services in San Jose CA is seeking an experienced Advisor Support Specialist. In this role youll deliver high-quality service with excellence care and prompt follow-throughliving out our core values in every interaction. This role requires frequent and proactive communication with clients leading to consistent and impactful client experiences. If youre ready to make an impact and grow professionally we want to meet you!
What youll do:
- Collect and organize client documents for the creation of specialized financial reports
- Upload client documents to various proprietary programs and software for analysis
- Download and edit reports ensuring they are delivered to the advisor prior to deadlines
- Conduct regular reviews of client accounts to identify and implement any necessary changes in line with their financial plans
- Regularly provide accurate and timely updates on client accounts
- Proactively contact clients to share account updates and address any questions or concerns
- Submit cash raise requests and process trades as instructed by the advisor or per client requests
- Review high cash balances in client accounts and reinvest funds according to the clients financial plan and objectives
- Call assigned leads (as provided by the firm) and existing clients to discuss services provide updates and identify potential opportunities
What Were Looking For:
- Bachelors degree highly preferred Associates degree considered
- 3 years experience in the financial industry
- CA Insurance License required within 60 days
- Demonstrates strong proficiency and confidence working across various platforms and operating systems; Microsoft Office Suite and Salesforce
- Advanced Excel skills with a strong understanding of formulas and data analysis techniques
- Demonstrated ability to proactively contact and engage clients by phone and follow-up
- Working knowledge of Adobe software for document creation and editing
- Knowledge of key financial terms and the ability to apply them in daily tasks and client communications
- Demonstrated ability in building and editing financial reports
- Understanding of Fixed Indexed Annuities and their role in financial planning and client portfolios
- Collaborative proactive team player willing to assist others
- Exhibits meticulous attention to detail and a commitment to accuracy
Bonus Points:
- Series 65 License preferred will accept Series 7 or 63
- Experience with Schwab or Fidelity platform
What Youll Get:
Pay & Perks:
- $75k - $90k/year bonus potential
- Health insurance
- Dental insurance
- Vision insurance
- Generous PTO
- 401(k) with 4% matching
- Employee assistance program
- Long term disability
- Life insurance
- $50 cell phone reimbursement
- Onsite gym
- Monthly paid onsite parking!
- Mentorship and professional development available to support your growth
Schedule:
- In office: Monday Friday 8am - 5pm
- 2 Saturdays per year required for client events
Presented by Advisor Talent Solutions
Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
Required Experience:
IC
