Operations/Paraplanner/Junior Advisor

Aviation Retirement Strategies, LLC and ARS Private Wealth • Full-time • Houston, Texas, United States • $50k - $100k / year • 1m ago

Announcing an exciting opportunity to join Aviation Retirement Strategies, LLC, a leading independent financial services firm, providing a total wealth management approach for professional pilots, successful aviation companies, and the general aviation community on a nationwide scale. Our clients are affluent individuals, seeking private wealth management with exceptional service, individualized, and custom tailored to fit their needs.

There is an immediate opening for a new team member. The successful applicant will be working with the executive team and interacting with existing clients and new business with room to expand role.

Initial Responsibilities include but are not limited to:

Facilitating exceptional service experience for clients
Coordinating all company events, workshops and other programs
Cultivating and expanding existing business client relationships through verbal and written communications
Assisting in the preparation and follow up for client meetings
Facilitating all daily client service activities
Maintaining and updating tasks/processes as well as client files and notes
Ensure efficient transfer of all incoming/outgoing funds
Process new and current accounts

Requirements:

Good office manner and excellent written/oral communication skills are essential; the position requires the drafting of letters and working with clients/prospects over the phone and in person.
The ideal candidate is an experienced, reliable individual with strong organizational skills, is able to prioritize and manage their work, multi-task, think on their feet and possess the flexibility to adapt to changing circumstances
Creative thinker to make contributions to the team and our clients. We are always improving!
Have Fun! Yes, Financial Planning can be fun! Our clients notice!
Ability to independently follow through on all tasks and projects-until they are completely resolved
Ability to work under pressure and meet deadlines as work load demands
Ability to communicate with clients effectively, courteously and with compassion
Ability to create/edit marketing material in Adobe Illustrator, Photoshop, etc. a plus
4 Year College Degree Highly Preferred
Strong knowledge of MS Office, especially Word, Excel, PPT, and Outlook
Knowledge of the Aviation Industry will also receive strong consideration as well as experience in the financial services and/or customer service industry
Knowledge of compliance issues for FINRA and SEC a plus

Compensation:

Compensation will be commensurate with experience along with a bonus structure. Support for additional licensing/certifications available. Offices Located at Houston Intercontinental Airport.
Opportunity to expand role in the company and grow with us!

Submit resume and brief written narrative or video clip as to why you think you would be a good candidate to join our team to: info@pilotmoney.com

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