What are the responsibilities and job description for the Advisor Support Specialist position at Premier Financial Partners?
Job Summary
In this role at Horizon Financial Group, you will be trained to support the Director of Operations in all aspects of the practice, maintain current standards and practices, and develop and implement new opportunities for the wealth management team. A key aspect of this opportunity is to prepare comprehensive investment reviews for the firm's advisors. As you build your knowledge, you can grow into an expanded position.
Responsibilities
- Manage and prepare investment reviews for clients, providing detailed financial analyses and reports
- Support team's CRM & Planning platforms
- Oversee product solutions and compliance
- Support advisor's case management activities
- Implement ideas for team processes and procedures
- Support Client development and service
Experience
- Bachelor's Degree or 2 years of financial work experience
- Detail Oriented with excellent written and verbal communication skills
- Work well in a team environment
- Knowledge of the financial services industry (a plus) and good with numbers
- Professional appearance and demeanor
- Energetic, eager to learn, willing to grow
- Self-motivated with the ability to work well independently and under direction
The ideal candidate is an individual who:
- Is detail oriented
- Is reliable
- Seek intellectual challenges
- Has a strong work ethic
- Wants to grow into a leadership role with a successful wealth management team
Our Company:
The Horizon Financial Group, LLC (an affiliate of Premier Financial Partners) is a comprehensive financial services firm committed to helping clients improve their long-term economic independence. Our customized programs are designed to grow, conserve, and transfer client assets by delivering a high-quality personalized service.
We provide access to various investment, estate planning, and insurance planning services for all types of small businesses and individuals. Our specialists will help ensure that our clients are heading in the right direction and continuing toward their chosen financial destination.
We encourage you to explore our site and learn more about the services we provide at https://www.horizonfinancialllc.com/.
Job Type: Full-time
Pay: $51,000.00 - $65,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee assistance program
- Flexible spending account
- Health savings account
- Retirement plan
- Vision insurance
Work Location: In person
Salary : $51,000 - $65,000