Financial Advisory Support Advisor

Lead with Purpose. Partner with Financial Group is an independent financial planning and investment management firm with offices in Houston TX Cypress TX Waco TX and Irving TX. We exceed expectations through personalized solutions proactive insight and precise navigation of complex Support Advisor reports to the Location Lead Advisor and plays a critical role in maximizing the Lead Advisors efficiency. This position supports daily operations while ensuring all activities adhere to established regulatory and compliance youll Do:Attend client meetings and take extensive notesAnalyze client information prepare reports and presentations and manage reports inportfolio management systems such as Albridge eMoney and EnvestnetAnswer basic investment and financial planning questions for clientsEnter information into financial planning software (eMoney) and prepare draft plansAnalyze asset allocation and generate rebalancing tradesResearch products investment managers services and pricing; contact carriers forinformationCreate custom reports for analyzing purchase decisions or planning scenariosInterface with the broker-dealer or custodian to obtain information or account data andconvey service requestsMaintain information related to duties in CRMForward complaints to the compliance department and maintain records for auditingMaintain detailed records communicate effectively with teams and address compliancerisks analyticallyAssist clients with online accessOther duties as assigned by the Lead Advisor(s)What You Bring:Series 7 Series 65 and Series 63 or Series 66 required2-5 years in a similar role and minimum of 3 years financial services industry experience is requiredUndergraduate degree preferredStrong verbal and written communication skills; positive professional phone attention to detail and ability to manage multiple priorities of investment products and portfolio constructionProficiency in Microsoft Office (Word Excel Outlook SharePoint).A forward-thinking problem-solving mindset with the ability to anticipate client and team -first attitude and commitment to delivering exceptional service.