Associate Financial Representative

Responsibilities include but are not limited to:

• Confirm appointments and reschedule cancelled meetings
• Complete, submit and monitor insurance applications
• Para-planning duties, including entering information for analysis and helping generate financial plans for review by Wealth Management Advisor.
• Handle customer service requests and phone calls
• Maintain lists for e-newsletters
• Schedule follow up review meetings, with existing clients
• Manage multiple spreadsheets of data and prepare updates weekly
• Assemble materials for presentations
• Follow up on all action items
• Facilitate various aspects of insurance/investment operations for the practice
• Monitor daily status report; expedite any additional underwriting requirements
• Handle incoming client service requests
• Process checks, transfers, and all trades
• Case prep all materials for client meetings and annual reviews

Qualifications and Performance Skills:

• Bachelor’s Degree preferred
• 3+ years of financial services experience is preferred
• Life, Accident and Health License, required or willing to obtain within 6 months of employment
• Investment Licensing – Series 7, Series 63, willing to obtain within 1 year of employment
• Microsoft office experience, Excel intermediate to advanced
• Excellent oral and written communication skills
• Strong critical thinking and problem-solving skills
• Ability to manage multiple diverse projects and assignments in a timely manner
• Strong attention to detail with the ability to work with a high degree of accuracy
• Able to maintain effective working relationships with clients
• Willingness to learn
• Hard worker
• Ability to set priorities and meet deadlines