TalentLink Solutions
Associate Advisor - Financial Services
TalentLink Solutions, Kirkland, Washington, United States, 98034
This range is provided by TalentLink Solutions. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$70,000.00/yr - $90,000.00/yr Additional compensation types
Annual Bonus Company Overview
We are a successful and growing financial planning firm with a seasoned client base and strong reputation. We care for our clients deeply and primarily grow through referrals. We work with people encountering important and complex life transitions. These changing life circumstances often create anxiety and uncertainty–leaving many people feeling stuck, overwhelmed, and unsure about where to start. We offer caring and objective guidance while being aware of the unique feelings and emotions being experienced by the people who have engaged us. We are currently a team of 2 supporting nearly 200 households and $400M in AUM. We run lean through outsourcing so that our people are wholly focused on the client experience. As we continue to grow, we are looking for an Associate Advisor to expand our team. Position Overview/Summary
The Associate Advisor provides support to the advisory team, clients and overall firm. This is a unique role that is a blend of responsibilities, intended to relieve the Founder and client-facing team of some responsibilities, continue the proactive services that deepen our client relationships, and provide support to business functions that keep our business running. You will thrive on talking to people, be an active listener and a person that loves to see results accomplished and clients taken care of. Duties and Responsibilities
Engage and support clients through the data collection process Analyze and research information for plan development Organize, review and prepare the data for analysis Produce detailed client road maps, presentations and analyses for meetings with clients and prospects Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner Assist the advisors in the preparation of upcoming client meetings; attend meetings for the purpose of notetaking and follow up Assist in trading and rebalancing accounts for clients Client Service
Communicating with our clients to keep them updated and to resolve any issues that may arise Once a prospect becomes a client, be the point person for the onboarding process Be the point person for concierge services for our clients Qualifications
3+ years of progressive experience in the wealth management industry, supporting one or more financial advisors required Bachelor’s degree required, preferably in finance, financial planning, or a related field SIE, Series 7 and either Series 63/65 or 66 highly preferred FPQP, CFP, or similar designations preferred, or desire to obtain Knowledge of broker-dealer/RIA platforms and trading systems, experience with Osaic systems is strongly preferred Familiarity and Knowledge with financial planning software is required, eMoney experience is highly preferred
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$70,000.00/yr - $90,000.00/yr Additional compensation types
Annual Bonus Company Overview
We are a successful and growing financial planning firm with a seasoned client base and strong reputation. We care for our clients deeply and primarily grow through referrals. We work with people encountering important and complex life transitions. These changing life circumstances often create anxiety and uncertainty–leaving many people feeling stuck, overwhelmed, and unsure about where to start. We offer caring and objective guidance while being aware of the unique feelings and emotions being experienced by the people who have engaged us. We are currently a team of 2 supporting nearly 200 households and $400M in AUM. We run lean through outsourcing so that our people are wholly focused on the client experience. As we continue to grow, we are looking for an Associate Advisor to expand our team. Position Overview/Summary
The Associate Advisor provides support to the advisory team, clients and overall firm. This is a unique role that is a blend of responsibilities, intended to relieve the Founder and client-facing team of some responsibilities, continue the proactive services that deepen our client relationships, and provide support to business functions that keep our business running. You will thrive on talking to people, be an active listener and a person that loves to see results accomplished and clients taken care of. Duties and Responsibilities
Engage and support clients through the data collection process Analyze and research information for plan development Organize, review and prepare the data for analysis Produce detailed client road maps, presentations and analyses for meetings with clients and prospects Research complex situations, set client expectations, and define the actions necessary to resolve inquiries in a timely manner Assist the advisors in the preparation of upcoming client meetings; attend meetings for the purpose of notetaking and follow up Assist in trading and rebalancing accounts for clients Client Service
Communicating with our clients to keep them updated and to resolve any issues that may arise Once a prospect becomes a client, be the point person for the onboarding process Be the point person for concierge services for our clients Qualifications
3+ years of progressive experience in the wealth management industry, supporting one or more financial advisors required Bachelor’s degree required, preferably in finance, financial planning, or a related field SIE, Series 7 and either Series 63/65 or 66 highly preferred FPQP, CFP, or similar designations preferred, or desire to obtain Knowledge of broker-dealer/RIA platforms and trading systems, experience with Osaic systems is strongly preferred Familiarity and Knowledge with financial planning software is required, eMoney experience is highly preferred
#J-18808-Ljbffr