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Associate Advisor at Finley Davis Private Wealth — Eugene, USA | Base Career | Base Career
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Associate Advisor
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Associate Advisor Finley Davis Private Wealth Job Fit Check Base Career helps you apply smarter for this job.
Key skills for this role
Microsoft Excel CRM
Summary Full job posting Company
Full Job Posting Benefits of working with Finley Davis Learn cool things every day Enjoy where you work Feel good about your job Get hands-on training Thrive in a fast-paced work environment Grow with a positive team of coworkers Be reminded that you make a difference Excel in a variety of office duties Laugh every single day (highly encouraged!) Become an official Junior Advisor Rockstar Associate Advisor Duties and Responsibilities Ensure prospects and clients experience superior client service and make clients feel truly welcome by being cheery and upbeat, greeting people by name, and doing what is appropriate to ensure their experience is pleasant Learn skills required to grow into the advisor position within the firm Leverage advisors’ time, allowing them to focus on providing high level financial planning and revenue producing activities that assist in driving firm growth Support high client satisfaction rates through excellent customer service, prompt and accurate completion of client paperwork, follow-up to client issues and proactive problem solving Manage incoming and outgoing communications (telephone, email and faxes) Schedule and manage tasks and activities in CRM and Outlook calendars Provide general office support (photocopying, faxing, filing, office errands, creating documents, etc.).
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Key skills for this role
Microsoft Excel CRM
Support general administrative needs as requested
Complete client service tasks as assigned and train to be competent in all areas over time
Finalize the preparation for all appointments, including generating meeting materials and client presentations for financial advisor
Update client financial information obtained from meeting (ABS, beneficiaries, etc.)
Transfer client notes and active tasks to CRM programs
Communicate efficiently with the office for client updates (share what happened in the meeting, so everyone is up to speed).
Create Retirement Analysis based on client information/meetings (technically they could input the information with training)
Create investment proposals for prospect leads and potential new clients
Buy and sell stocks/bonds
Maintain and organize electronic client files
Learn how to use all office equipment
Keep appropriate levels of inventory for refreshments and snacks for clients
Maintain overall cleanliness of office (dust, vacuum, empty and take out trash, clean or recycle beverage containers.) Requirements Four year college degree (either obtained or working toward) required Finance, Economics, Psychology, Business or related major encouraged Work toward obtaining CFP License. Necessary testing to be completed for long term hire: SIE – Securities Industry Essentials Examination Series 7 – General Securities Representative Examination Series 66 – Uniform Combined State Law Examination License and state health, life, disability, and variable annuity licenses Excellent verbal and written communication skills Extreme attention to detail and accuracy required Proficient in Microsoft Excel, Outlook, Word, and general computer skills Ability to navigate digital tools and search engines Impeccable ability to maintain confidentiality and integrity Effective follow-up skills and ability to meet deadlines without prompting Thorough work ethic with great attention to detail Collected and able to work well under pressure Professional appearance and demeanor Energetic, eager to learn, willing to cooperate Self-motivated with ability to work well independently and under direction Comfortable with being a “team player” and doing whatever is needed, big or small Pass Fingerprints/Background Check Kolbe Personality Assessment Please contact us to learn more at: ashley@finleydavis.com Autofill Plugin Apply faster on company sites with our extension.
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