Service Financial Associate

TruPlan Financial Advisors • Full-time • Minneapolis, Minnesota, United States • $45k - $60k / year • 1w ago

Salary Range- 45,000 - 60,000 Based on Experience

SERVICE FINANCIAL ASSOCIATE

Summary:

The Service Financial Associate assists Senior advisor in reviewing a client’s financial goals, priorities, risk profile and lifestyle, helping create a balanced and realistic plan to meet these goals by performing the following duties. Must have CFP or willing to obtain after hire. This is a professional, non-producing role.

Job functions and responsibilities include, but are not limited to:

· Acts as a fiduciary with the Advisor to increase MRK's client base and influence.

· Meets jointly with Advisor and clients to determine current assets, investments and financial goals.

· Obtains qualitative and quantitative aspects of the client's financial and relevant non-financial situations.

· Gathers, analyzes, and completes all information, per broker dealer and MRK Financial Solutions' guidelines.

· Utilizes asset management tools and designs a financial plan to facilitate the achievement of client’s goals.

· Work with our strategic partnership accounting practices.

· Monitors, revises and updates plan information as clients' needs and situations change.

· Assist the paraplanner with trades, cash management, and other aspects of investment management for all of our client

· Initially participates in all internal meetings or those applicable

· Other duties, as needed. *

Competencies:

· Client-Service Focused.

· Oral and Written Communication Proficiency.

· Time-Management.

· Detail-Oriented.

· Professionalism.

· Ethical Conduct.

· Interpersonal Skills.

Driving Requirement: Must have a valid drivers license in good standing.

Language Ability:

Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to write reports, business correspondence, and procedure manuals. Ability to effectively present information and respond to questions from group of managers, clients, customers and general public.

Reasoning Ability:

An ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardizations exists. Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form.

Qualifications:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Computer Skills:

To perform this job successfully, an individual should have knowledge of Microsoft Word, Microsoft Excel, Morningstar, Microsoft Outlook, Redtail and/or pertinent financial software.

Work Environment:

This job operates in a professional office environment where the noise level is usually moderate. This role routinely uses standard office equipment such as computers, phones, photocopiers, and fax machines.

Physical Demands:

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. While performing the duties of this job, the employee is regularly required to stand, walk, sit and use their hands. The employee is occasionally required to climb/balance/stop/kneel/crouch/crawl. The employee must occasionally life and/or move up to 10 lbs.

The work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the world environment is usually moderate to low.

Education and Experience:

Bachelor’s degree in finance or accounting; or four to six years of related experience and/or training; or equivalent combination of education and experience.

Certifications and Licenses:

- CFP Designation is required; or must be willing to obtain in the future.

- MN Life Insurance/Health/Annuity is preferred; or must be willing to obtain in the future.

* Please note this job description is not intended to be an all-inclusive list of the employee’s sole job functions and responsibilities; and nothing in this document restricts the employer’s right to assign or reassign duties, responsibilities, or obligations to this job at any time with or without notice.

Salary Range- 45,000 - 60,000 Based on Experience

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