What are the responsibilities and job description for the Financial Professional position at San Rafael?
Are you an organized and detail-oriented professional with a passion for finance and client service? Schuster Financial Services is seeking an Account Associate to support our Senior Advisor and team in efficiently managing financial planning products and services. If you thrive in a fast-paced environment, enjoy problem-solving, and have a keen eye for detail, we’d love to hear from you!
Key Responsibilities:
- Manage new business and service processes for investment and insurance products.
- Oversee paperwork and processing, including investment suitability requirements, insurance underwriting, and investment transfers.
- Maintain proactive communication with clients and advisors on underwriting status, investment transfers, and other financial matters.
- Ensure client files are maintained in compliance with firm and broker/dealer standards.
- Assist in developing and updating firmwide training manuals and workflows.
- Provide backup support for client service, including answering calls and assisting walk-in clients.
- Collaborate with internal teams to improve processes and enhance efficiency.
Qualifications:
- Minimum of 2 years of college with coursework in finance, economics, math, or related fields.
- Highly organized with strong attention to detail and multitasking abilities.
- Strong math and logical reasoning skills.
- Experience with financial services software (e.g., Money Guide Pro, eMoney) is a plus.
- Excellent verbal and written communication skills.
- Series 6/7 and 63/65/66 licenses preferred or willingness to obtain within six months of hire.
- Proficiency in Microsoft Office and broker/dealer software.
- Team-oriented mindset with the ability to adapt to changing circumstances.
Why Join Us?
- Collaborative and supportive team environment.
- Professional development opportunities.
- The opportunity to play a key role in financial planning services and client success.
If you’re ready to take the next step in your financial services career, apply today!
Job Type: Full-time
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k) matching
- Flexible schedule
- Paid time off
Supplemental Pay:
- Bonus opportunities
Ability to Relocate:
- Columbia, MO 65211: Relocate before starting work (Required)
Work Location: In person
Salary : $55,000 - $65,000
