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Financial Advisor Service Assistant #30532

Financial Advisor Service Assistant

Salary: Up to $62K

5+ years of related financial experience required 

A law firm in Worcester, MA is looking to hire a Financial Advisor Service Assistant to join their team. This licensed representative will report to the branch manager and deliver high-quality service to existing and new clients by providing operational support to the senior advisors regarding investment strategies, securities, and insurance.

Responsibilities

  • Financial Advisor Service Assistant will explain the role and responsibilities of a personal financial advisor and the services provided to clients
  • Gather financial information from clients if not already provided
  • Analyze clients’ financial information to determine strategies for meeting clients’ financial objectives
  • Research available investment opportunities to determine compatibility with clients’ financial plans
  • Work with senior advisors to identify appropriate products for clients
  • Implement agreed-upon financial planning recommendations
  • Review clients’ portfolios regularly to determine whether life, economic, environmental changes, or financial performance signifies a need for plan adjustments
  • Prepare and interpret to the client such things as investment performance reports, financial document summaries, and income projections
  • Monitor the financial market trends
  • Contact clients inviting them to meet with senior advisors to determine if there are any changes in their financial status and review the performance of their investments
  • Respond to clients’ questions regarding their financial investments
  • Attend meetings with clients, advisors, and money managers
  • Disburse funds from clients’ accounts to the client

Requirements

  • Bachelor’s Degree, preferably in finance, business management, or a related field
  • 5+ years of related experience
  • Proficient with Microsoft Office Suite or related software.
  • Securities series 7 and 66 license
  • A successful score on the insurance licensing exam
  • Excellent verbal and written communication skills
  • Excellent interpersonal and customer service skills
  • Excellent organizational skills and attention to detail
  • Excellent time management skills with the ability to meet deadlines
  • Proficiency in performing administrative tasks
  • Strong analytical, critical thinking, and problem-solving skills
  • Knowledge of accounting, analytical, compliance, document management, and customer relationship management software
  • Ability to learn different software in a reasonable timeframe

Categories: Direct Hire|Legal Jobs, Direct Hire| Accounting and Finance Jobs, Region| Worcester - Massachusetts, Region| Hybrid

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