What are the responsibilities and job description for the Financial Advisor - Financial Firm - Charlotte, NC position at Advisor Employee Services?
Financial Advisor
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Blue Financial in Charlotte, NC is looking for a strong, detail-oriented financial advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today!
Minimum Requirements:
- Previous experience in processing confidential, detailed paperwork
- Previous client interaction in an office environment
- Intermediate to advanced computer skills
- Series 65 strongly preferred
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Excellent communication; both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- This role is not contingent on sales but is focused on maintaining existing client relationships.
- Prioritize day-to-day tasks and issues
- Operate with a proactive approach to advisors and clients
- Complete and process servicing requests
- Maintain database programs
- Respond to client inquiries as needed
- Opening, closing, and transferring of accounts
- Generate and provide various reports
- Process transactions
- Follow-up as necessary with vendor companies and clients
- Resolve any issues regarding new accounts, transfers, or amendments
Hours
- M-TH 9-5
- F 9-4
Salary
- $70k-$80k
Benefits
- Simple IRA with match
- PTO
- Bonuses based on performance metrics
Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
Salary : $70,000 - $80,000
