What are the responsibilities and job description for the Associate Advisor Liason position at LS Wealth Management LLC?
Company Overview
LS Wealth Management LLC is a well-established firm with over 25 years of experience in providing Comprehensive Wealth Management solutions. Headquartered in Bryan, Ohio, with an additional office in Defiance, we are dedicated to redefining our clients' wealth through our proprietary Redefining Wealth Process™. Our core values of collaboration, integrity, and innovation guide our mission to positively impact the lives of our clients and community.
Summary
LS Wealth Management is seeking a licensed associate liaison to help ensure our clients financial plans remain on track. This position would primarily consist of maintaining client relationships and helping to grow our client base. This position would require shadowing senior advisor, overseeing case prep prior to appointments and meetings, preparing reports, eventually conducting client reviews with selected clients.
Responsibilities
- Case preparation
- Conduct financial review of existing client accounts
- Integrating existing clients into Orion Planning
- Provide support for after hrs marketing events and classes
- Phone calls, and follow up
- Tracking Prospective Clients
- Manage Client Review Matrix
- Oversee Activities for classes pre-registration and after event follow up
Requirements
- Bachelor's degree in business, marketing, or related field
- License- Life, Series 65 Required desire for (designations) Growth
- Strong knowledge of financial software and customer relationship management tools.
- Excellent communication skills with a focus on client relationships.
- Strong Excel skills
- Ability to learn and be coachable
- Support in opening accounts
If you are ready to take your career to the next level and make a meaningful impact in the lives of our clients, we invite you to apply today at LS Wealth Management LLC!
Job Type: Full-time
Pay: $59,374.00 - $100,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
Compensation Package:
- Bonus opportunities
Work Location: In person
Salary : $59,374 - $100,000