Associate Financial Representative

The Associate Financial Representative (AFR) is a support role focusing on insurance and investments in a comprehensive financial planning firm. This full-time position serves a team of financial advisors by offering exceptional administrative support, along with other team members, to create a seamless client experience. The associate maintains an efficient, organized, compliant office and is the liaison between the home office, financial advisors, and clients. The ideal candidate will be a self-starter who is adept at learning new technologies and thrives in a fast-paced environment. Superb organizational skills, exceptional attention to detail, and high ownership of responsibilities are a must. 

Responsibilities 

·    Handle case notes, processing correspondence, maintaining client case files, and filing new statements

·    Maintain financial advisor’s calendar, scheduling new meetings and follow-up appointments

·    Answer and direct telephone calls as appropriate

·    Prepare and process all paperwork needed for investment and insurance accounts

·    Handle asset movement including, checks, journals, account transfers and ACHs

·    Process account maintenance items such as address changes, bank change information, loan requests and ISA service inquiries

Qualifications 

·    Health and Life licensed or gain licensing within 6 months of employment 

·    College Degree or equivalent work experience

·    Series 6, 63 or Series 7, SIE and 63 or gain licensing within 1 year of employment

·    Experience in administrative support or customer service, preferably in the financial services industry     

·    Organizational and time management skills with the ability to multitask

·    Ability to oversee the completion of multi-step processes and fulfill related administrative tasks 

·    Willingness to learn and adapt to changing business needs

·    Enjoys making an impact through fulfilling behind-the-scenes tasks and responsibilities

Who We Are

We are a team of credentialed professionals dedicated to help our clients grow and protect the wealth they have earned. Our task is to simplify the complex to enable you to pursue what matters. We work with you to develop a strategic vision, build a custom plan, and connect the right resources to your goals. Let us simplify and collaborate to connect you with your financial security. Our team of Wealth Management Advisors and Associates will ensure the highest standard of client service.

Employment Details and Benefits

·    Heath/Dental/Vision insurance

·    SIMPLE IRA

·    Employer-sponsored licensing

·    Full-time onsite position

·    Located in Nashville, TN