FIG Talent Solutions
A financial services firm with a mission to ensure retirees reach their retirement goals of financial security is seeking a licensed Servicing Advisor to join our team.
They will conduct financial analyses and make customized investment recommendations for the existent clients with the guidance of the lead Advisor. This ideal candidate will have strong interpersonal skills, initiative, integrity, and work ethic. As part of the Advisor team, they will facilitate operations associated with client hospitality, information services, and B2B monetary transfers. They will assist with cases, analysis and the rebalancing of assets with existing clients.
Duties
Prepare Client files with critical and pertinent financial planning information
Initiate Business to Business phone calls in support of financial transactions
Build rapport and provide hospitality to clients
Assist Senior Advisor in performing portfolio risk analysis and provide investment recommendations based on research
Assist with client case updates, on-boarding, applications, and documents, meeting prep and process
Proofread documents for accuracy and completeness
Participate in client meetings to co-present recommendations and deliver advice
Lead the Quarterly reviews
Preferred Education and Experience and Required Skills
Bachelor’s degree is preferred in Finance, Accounting, Business or Economics
Series 65 or 66
Life and health insurance license – preferred not required
Knowledge of key financial, investment, risk management concepts and retirement planning
Proficiency with mathematical calculations
Strong organizational skills to manage multiple tasks efficiently
Proficiency in verbal and written communication
Ability to give an oral presentation to a small group
Social and emotional intelligence
This is a great opportunity for an Advisor who loves meeting and helping with Clients but may not enjoy prospecting.
This is a position offering opportunities for professional growth and development in the wealth management industry. If you have aptitude for this role and are confident that you can add value to our team, we encourage you to apply for this position.
Job Type: Full-time and Salary
Referrals increase your chances of interviewing at FIG Talent Solutions by 2x
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Stafford, VA .
Fredericksburg, VA $50,000.00-$80,000.00 1 month ago
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They will conduct financial analyses and make customized investment recommendations for the existent clients with the guidance of the lead Advisor. This ideal candidate will have strong interpersonal skills, initiative, integrity, and work ethic. As part of the Advisor team, they will facilitate operations associated with client hospitality, information services, and B2B monetary transfers. They will assist with cases, analysis and the rebalancing of assets with existing clients.
Duties
Prepare Client files with critical and pertinent financial planning information
Initiate Business to Business phone calls in support of financial transactions
Build rapport and provide hospitality to clients
Assist Senior Advisor in performing portfolio risk analysis and provide investment recommendations based on research
Assist with client case updates, on-boarding, applications, and documents, meeting prep and process
Proofread documents for accuracy and completeness
Participate in client meetings to co-present recommendations and deliver advice
Lead the Quarterly reviews
Preferred Education and Experience and Required Skills
Bachelor’s degree is preferred in Finance, Accounting, Business or Economics
Series 65 or 66
Life and health insurance license – preferred not required
Knowledge of key financial, investment, risk management concepts and retirement planning
Proficiency with mathematical calculations
Strong organizational skills to manage multiple tasks efficiently
Proficiency in verbal and written communication
Ability to give an oral presentation to a small group
Social and emotional intelligence
This is a great opportunity for an Advisor who loves meeting and helping with Clients but may not enjoy prospecting.
This is a position offering opportunities for professional growth and development in the wealth management industry. If you have aptitude for this role and are confident that you can add value to our team, we encourage you to apply for this position.
Job Type: Full-time and Salary
Referrals increase your chances of interviewing at FIG Talent Solutions by 2x
Get notified about new Financial Advisor jobs in
Stafford, VA .
Fredericksburg, VA $50,000.00-$80,000.00 1 month ago
#J-18808-Ljbffr