Lead Advisor, LLC is a wealth management consulting and search firm. This role is for a client in Peachtree Corners, GA.

This position is ONSITE.

Our client, is a wealth management and financial planning practice, hiring a client service and operations associate.

Primary Responsibilities (but not limited to):

Insurance Operations:

• Creating illustrations and proposals
• Own the client onboarding experience with processing insurance applications
• Guides clients through the underwriting process and communicates with clients about next steps in the process.
• Schedule medical exams and Attending Physician’s Statements

Investment Operations

• Eventually learn the investment onboarding client experience
• New Account Set Ups, roll over calls, funding accounts and ensuring trades are placed
• Money Movement

Process client service requests and follows-up to ensure all client service is completed and tasks are completed.

Serve as a liaison between the clients, the practice and corresponding insurance and investment institutions

Help with other case preparation work for new client or review meetings

Preferred Qualifications:

· Bachelor’s Degree

· Preferred financial services and insurance experience

- Life and Health Insurance license (or must obtain in first 120 days)

- Eventually obtain investment licenses

ONSITE

$60,000- $80,000 depending on experience and licenses.