Our client, a wealth management data analytics firm, is looking to hire a client advisor to help onboard, serve and coach their financial advisor clients.
The firm’s software serves as a cornerstone to a wealth management firm’s by increasing household wallet share, G2 client planning, informed services and other client retention strategies.
The right candidate will have experience in the financial planning space in addition to being comfortable with SaaS.
Key Responsibilities but not limited to:
- Creating a world class onboarding experience for the wealth management advisors and ensembles that subscribe to our service.
- Develop relationships and an understanding of our client’s team dynamic and their clientele to best integrate the software into their own client experiences and processes.
- Availability to coach clients on practice management topics such as client segmenting, household opportunities and other cross servicing tying to the data analytics software.
- Work closely with the founder of the technology to improve the tool and experience and grow the company.
- Triage ongoing client questions.
Preferred Qualifications:
- Bachelors Degree
- Experience as an advisor (lead advisor, service advisor, second chair)
- Ability to coach and provide unmatched client experiences
- Intermediate product knowledge expertise on both risk and investments.
- Intermediate excel skills
- Comfortable with CRM systems and reporting technologies
$60,000- $80,000