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