Service Associate - Shelton Financial

Shelton Financial Group's founder, Jeff Shelton, joined the financial services industry over 25 years ago. He began the firm with the belief that there's simply a better way for financial advisors to help people enjoy their wealth. Shelton Financial Group is a full service retirement planning and investment management firm located in Northeast Indiana. The multi-generational firm takes a team approach to addressing our clients biggest financial concerns by combining the perspectives of our youngest advisors with the experience and wisdom of those team members who have been with us since the beginning.

The Service Associate role is an integral part of our small, dynamic wealth management firm, with opportunity for advancement. In this multifaceted role, you will provide crucial support to our teams and learning the ropes of the wealth management industry. Our firm, Shelton Financial Group, values flexibility and individual growth, offering a tailored path to progress at your own pace. You will be working closely with various planning teams and the COO, gaining insights and skills necessary to become a proficient, knowledgeable, and trustworthy professional in client management.

Primary Responsibilities:

• Develop an in-depth understanding of our client service model, engaging in pre-appointment prep and post-appointment follow-ups, managing forms for account changes as directed.
• Actively participate as a key member of the service team, extending support to Representatives (Reps) and Relationship Managers (RMs).
• Handle client service requests under the direction of Reps and RMs.
• Process, acquire electronic signatures, and submit documentation for both managed and unmanaged accounts.
• Deepen your knowledge of Shelton Financial and BD/RIA processes, focusing on the rationale and methodology behind various tasks.
• Regularly consult with Advisors or Relationship managers regarding the execution of post-meeting action items through to completion.
• Learn and assist in the trading process.
• Collaborate with and assist others in the office as workload changes due to marketing events and day to day office work flows.
• Lead specific projects as directed by the COO or Advisors.
• Engage actively in Shelton Financial's marketing events and initiatives (~20 evenings/year).
• Call existing clients to schedule review meetings.
• Provide coverage for other RMs, Administrative staff, and reception during breaks and PTO.
  
  

Skills:

• Knowledge of office management systems and procedures
• Proficiency in MS Office (MS Excel and MS PowerPoint, in particular)
• Excellent time management skills and the ability to prioritize work
• Attention to detail and problem-solving skills
• Excellent written and verbal communication skills
• Strong organizational skills with the ability to multi-task
• Industry experience a plus but not a requirement
  
  

This role is an excellent opportunity for those aspiring to grow in the wealth management field, offering hands-on experience and a path towards client-facing responsibilities. At Shelton Financial Group, we are committed to nurturing talent and providing the tools and environment necessary for professional growth and success.

BENEFITS:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Bluespring Wealth Partners to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Bluespring Wealth Partners prohibits any such discrimination or harassment.
  
  

KESTRA VALUES:

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.