Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Join a fast-growing wealth management RIA dedicated to exceptional client satisfaction and team growth! Their vibrant culture fosters lifelong partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a 401(k) plan, a lifestyle stipend, and a united, supportive team. This is a Hybrid role with remote flexibility.
Responsibilities:
- Assist Lead Advisors in delivering exceptional client service.
- Act as the primary point of contact for all client communications.
- Utilize eMoney to create financial plans for clients.
- Ensure timely and comprehensive responses in collaboration with the Lead Advisor.
- Track task progress and follow up on outstanding action items.
- Proactively address client issues and concerns to ensure satisfaction.
- Understand client expectations and preferences to advocate effectively.
- Work with internal teams to enhance client service processes and workflows.
- Manage client relationships, including preparing meeting materials and providing ongoing support.
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.
Requirements:
- 2+ years of wealth management experience including financial planning experience.
- Must hold: Series 65, CFP or CFA.
- Plan to sit for the CFP exam within two years if not already certified.
- Familiarity with tools like Redtail, Orion, eMoney , Morningstar, GoToMeeting, iRebal, and Schwab custodian is a plus.
- Strong communication skills with a personable, professional demeanor.
- Detail-oriented, organized, and skilled at multitasking.
- Energetic, assertive, and proactive with an entrepreneurial mindset.
- Team player willing to support colleagues at all levels.
- Thrives in a fast paced environment
Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info.