About TVAMP | Financial Planning & Investment Management

TVAMP helps clients get their financial life in order & make smart financial decisions. We make things simple so clients can focus on what matters most & avoid expensive financial mistakes.

www.tvamp.com

Role Description

Client Service Associate (a.k.a Service Advisor)

Work closely with our team to help design and execute financial plans for clients
Pro-actively communicate with clients to maintain relationships and provide the highest level of service
Build deep relationships with clients
Complete prep and follow-up activities for client and prospect meetings
Sit in on client meetings and take notes as needed
Gather, organize, and input client and prospect data into Salesforce
Act as a liaison between the financial advisor, financial planner and admin team
For those interested, you will be provided the tools and resources to pass the CFP® examination (not required)

QualificationsBachelors’ degree (preferred)
FINRA Licensed (required)
Strong attention to detail
Team-oriented attitude
Client-first mentality
Commitment to TVAMP’s collaborative culture

The PerksCompetitive annual salary and bonus based on firm profitability
401(k) with 6% match and ROTH option
Unlimited PTO
Group Health Insurance
Life/AD&D: $50,000 (eligible after 1 year)
Long Term Disability

TVAMP

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Client Service Associate