The Associate Financial Representative specializes in client service and support to the financial advisor. The Associate prepares financial plans and investment proposals for client meetings. The associate is also responsible for creating and tracking post-meeting client communications and follows up with corporate office on assigned issues. This individual is a liaison between the network office, home office, financial advisor, and clients. This position consistently follows high standards of business and professional ethics and legal and regulatory requirements when performing work activities. This practice offers flexibility and a team atmosphere with growth opportunities.
• Maintaining client-relationship management system • Assisting advisor with meeting preparation and follow-ups • Preparing and submitting account related paperwork • Service, manage and resolve client issues • Scheduling appointments for the financial advisor
• Very strong attention to detail • Critical thinking skills • Ability to work efficiently, keep organized, and set priorities • Good written and verbal communication skills • Self-starter/takes initiative • Honor the sanctity of client confidentiality • Team player, collaborative, able to work with and through others • Specific experience in investments and insurance is a plus • 2- year or 4-year college degree • Ability to obtain necessary licensing and registration