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Financial Advisor Support Specialist needed to support a Financial Advisor. A knowledge of industry terms and regulations is required. Experience in the financial industry supporting a financial advisor is required.
THIS IS AN ON SITE, IN PERSON ROLE located in Tucson, AZ.
Full Time, Mon-Fri 8a-5p
Financial Advisor Support Specialist is needed to support the firms Financial Advisory Team (Certified Financial Planners) by providing assistance with a variety of tasks, so the advisors are more efficient and focused on business development and professional responsibilities.
Job Responsibilities:
- Client management, assisting clients with detailed account information and maintenance.
- Opening of Client accounts including Taxable accounts; Individual, etc. Tax Deferred accounts; IRAs, Beneficiary IRAs, SEPs, Defined Benefit Plans (DB), Solo 401ks Plans, SIMPLE IRAs, etc. Tax Exempt accounts; Roth IRAs.
- Account money transfers/ funding accounts.
- Receiving checks and sending distributions to clients.
- Account follow up- via phones calls to clients, and vendors, and open communication with the financial advisor for any updates on client accounts.
- Portfolio Asset Allocation (PAA) includes regular, monthly, and special requests.
- Client service requests: setting up monthly account transfers for additional savings and preparing an auto-rebalance in the account for that cash receipt.
- Facilitating client requested Qualified Charitable Distributions (QCDs).
- Monthly Cash Reports.
- Tax withholdings notices.
- Annual Tax filing forms (1099s).
- Providing notes that serve as explanations behind a previous trade done by the financial advisor.
- Management of client performance reports.
- Maintenance and accurate reporting of cash reports.
- Other duties are assigned to assist on site Financial Advisors and general staff.
Requirements/Desired Skills
- Bachelors Degree or at least two years of previous experience in Financial Planning.
- A knowledge of industry terms and regulations is required.
- iRebal knowledge including allocations is highly desirable.
- Must have excellent customer service skills and be highly organized.
- Must possess superb oral and written communication skills.
- Needs the ability to work in a team environment and do whatever is needed, big or small.
- Professional appearance and demeanor.
- Willingness to succeed, self-motivated.
- Strong team player.
- Excellent communicator in verbal and written communications.
- Must pass background check.
Full benefits offered.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales-
Industries
Staffing and Recruiting
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