What are the responsibilities and job description for the Junior Financial Advisor position at Fanning Personnel?
Junior Financial Advisor / Client Services
A Full-Service boutique wealth management firm is seeking a highly motivated Jr Financial Advisor to join this successful practice in Naples Florida.
The Associate / Financial Advisor will join a established and successful practice and partner to help service and maintain a portion of the firm HNW Client base.
NO SALES REQUIRED
This is a mentorship opportunity to work with a seasoned, well-rounded team of FA's and Client Service Associates.
The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information.
Responsibilities
- Provide financial planning support to clients
- Support investment professionals to cultivate client relationships
- Prepare financial plans and check their accuracy
- Monitor clients financial situations
- Develop and maintain financial planning solutions
- Perform research on client databases and financial plans
2 years of experience as an within Client Services or a Jr Financial Advisor
Series 7 and 66 or 63 / 65
BA degree
Experience with Financial Planning Software
