About the job

At Joule Financial we help clients, in Kentucky and throughout the country, with identifying and achieving their financial goals through financial planning and focused execution. We are a fee-only fiduciary, mandated to put the best interest of our clients before our own. Working at Joule Financial means being part of a collaborative culture serving our clients as one team. We’re building a team of people who can be both leaders and learners. We strive to operate with simple excellence in serving our clients while also taking time to enjoy some fun together as a team.

Service Advisors work with existing client relationships with supervision from and collaboration with a lead advisor. Typically, this role oversees all aspects of a client relationship from plan development, recommendations, implementation, and ongoing service. This role works with collaboration and support from their planning team.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, individual must be able to perform each essential duty satisfactorily:

Responsible for serving as a key point person for assigned client relationships
Manage client onboarding process in collaboration with service and operations teams
Work in collaboration with planning team to develop and implement plan recommendations
Facilitate retention of existing clients by providing outstanding service
Engage with existing clients to create referral opportunities
Track client workflows and communications in the firm’s CRM system, proactively provide updates to clients
Conduct meetings with clients including plan presentations, goal development, and relationship reviews
Review and track existing financial plans for needed updates, revisions, and outstanding tasks
Communicate proactively and clearly with teammates and clients on workflow process and progress
Develop or assist in development of content related to financial planning topics
Analyze information and prepare relevant reports and presentations
Assist with training and developing Support Advisors
Data entry and analysis

KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities:

Must have a high level of customer service aptitude and anticipate client needs
Must be self-motivated and able to manage varying project deadlines
Must demonstrate an ability to work in a fiduciary capacity
Must have the ability to utilize critical thinking skills, solve problems, work within a team, and anticipate firm needs and client questions
Must be detail oriented, structured and have a high degree of consistency
Creative thinking and an intrinsic initiative to learn
Must be able to learn things quickly and effectively manage changing of priorities
Strong communication and organizational skills are essential
Experience in investments, financial planning, and/or taxes
Strong financial and analytical skills
Able to manage multiple tasks and concurrent projects efficiently

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND/OR EXPERIENCE:

Bachelor’s degree from accredited four-year university, preferably in financial planning, business, finance, economics, etc.
Superior knowledge of Microsoft Excel, Word and PowerPoint
Knowledge or experience in multiple financial planning areas (investments, taxes, retirement, etc.)
3-5 years of experience leading client relationships as well as developing and implementing financial plans

CERTIFICATIONS, LICENSES, REGISTRATIONS: Series 65 and/or CFP designation required within six months

Current CFP designation is preferred

PHYSICAL DEMAND: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Ability to sit at a computer for long periods of time in office environment well lit.
Ability to lift up to 20 pounds.
Position is located in office. Must be able to work in the office during scheduled work hours.

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

Joule Financial

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