What are the responsibilities and job description for the Retirement Plan Advisor position at Belmont Capital Advisors?
Title : Financial Advisor / Retirement Plan Advisor – Licensed Series 65
Functions : Client Servicing, Advisor & Team Support
Type : Full Time
Salary : Salary Variable Compensation Package
Experience : FINRA Series 65 Required, CFP designation preferred
Position Highlights
Belmont Capital Advisors is seeking a Service Advisor who will be a key team member in our diamond team structure supporting the lead advisor. This individual will be responsible for executing the operational processes for client servicing within the lead advisor’s book of business. You will own the behind-the-scenes processes of on-boarding new clients as well as deepen relationships through servicing existing clients. In addition, you will play a critical role in supporting the diamond team in a variety of tasks. This is a fantastic opportunity for a detail oriented, self-motivated individual to excel in a fast-paced, challenging environment.
Principle Duties & Responsibilities
- Preparing support materials and reports for the lead advisor
- Research & build relationships with new clients, participate in internal and external client meetings & debriefs.
- Own existing client service experience for lead advisor’s clients
- Ensure that data is accurately entered & managed within the company’s CRM
- Ability to measure the business & submit weekly progress reports
- Maintain compliance documentation
- Meet with advisor regularly to review appointments and cases
- Research and develop a thorough understanding of the company’s people & capabilities
Knowledge, Skills & Abilities Required
MUST BE LICENSED IN THE FOLLOWING AREAS :
