ROLE:
The Associate Financial Representative supports advisors through three core functions: advisor operations, case design & preparation, and client communication & service. A strong candidate for this role will have a high sense of follow-through, ability to work well with others, great attention to detail, and capacity to work in a fast-paced environment while being effective and timely. Specific responsibilities may include but are not limited to:
RESPONSIBILITIES:
Advisor Support:
· Input data, prepare proposals, and gather required information in support of the advisor.
· Submit investment and insurance requests to the planning department while checking for accuracy and completion.
· Contact clients, prospects, and centers of influence to schedule appointments and support referral efforts.
Case Design & Preparation:
· Build and maintain feed lists in preparation for client meetings.
· Complete all case prep, illustrations, and supporting documentation.
· Create clear and concise executive summaries for each client household.
Client Service Support:
· Assist clients with rollover calls and related account transitions.
· Meet with clients to gather required information to initiate the financial planning process.
· Complete all onboarding paperwork in a timely manner to open investment accounts and insurance policies.
RESULTS:
• 40 dials a day.
• All closing meetings have case prep and illustrations completed prior to meeting with client.
• Client accounts and insurance policies are opened accurately and timely.
Qualification Criteria:
· Bachelor’s Degree; strongly preferred
· Excellent oral and written communication skills, with ability to maintain confidentiality
· Demonstrated organizational and time management skills with ability to set priorities and meet deadlines
· Strong attention to detail with the ability to work with a high degree of accuracy
· Interest in learning on a continuous basis, with a high degree of initiative
· Ability to embrace change, multitask, and work in a fast-paced environment
· Ability to work both independently and in a team
· Demonstrated leadership to motivate and hold others accountable
