Client Service Associate

We are a fee-based Christian-owned financial services firm. We follow the Kingdom Advisors financial principles focusing on folding Christian values with financial strategies to help our clients live a fulfilling life of generosity. We are a full-service firm offering wealth management services including financial planning, asset management and individual and small business tax preparation and planning. We believe in truly integrated financial planning through a Christ-centered worldview.

An ideal candidate would align with our core values, and is interested in learning, and growing, in all areas of financial planning as well as tax preparation. This role comes with significant career growth opportunities and benefit possibilities based on needs.

Normal experience during meetings and at work:

• Pray with clients
• Financial advice based on the Kingdom Advisor principles, biblical values, and relevant Scriptures
• Alignment with a Christ-centered worldview – the foundation of how we manage our firm and the advice we give our clients

Key Responsibilities and Requirements :

• Confidently deliver biblical counsel and wisdom
• Hold a true understanding that God owns it all and the ability to effectively equip clients to be disciplined financial stewards
• Ability to integrate biblical principles and relevant Scripture with professional advice
• Facilitate utilizing biblical values to make financial decisions
• Helping research and develop planning strategies alongside senior planners using our core technology
• Collaborate and act as the case manager for our team by participating in client meetings and taking notes, completing administrative tasks such as forms and various documentation, and providing all necessary support for our senior planners and clients
• Performing analysis and research to support constructions of financial strategies and client needs
• Be a primary source of communication with clients to handle requests, questions, follow-up tasks and action items

Qualifications:

• Bachelor's degree in Finance, Economics, Business, or related field
• Series 65 license or ability to obtain within 60 days
• High level of accuracy and attention to detail.
• Ability to work independently and research without oversight to complete projects and requests.
• Ability to multi-task and maintain astute attention to detail.
• Ability to learn tax, workflow management, performance reporting, and financial planning software.
• Must be compassionate, self-confident, dependable, and team oriented.
• Must possess a humble attitude to do any job.

Benefits:

• Defined career path and upward mobility
• Reimbursed costs associated with certifications including the CFP®*, CKA®* and other areas of interest and maintaining CE's
• Retirement plan
• Flexible Paid-Time-Off

A Certified Kingdom Advisor® demonstrates:

• The ability to apply biblical wisdom in financial counsel.
• Technical competence through other professional designation(s)
• Ethical practice through active local church involvement
• Biblical stewardship by pledging they practice biblical stewardship in their personal and professional lives and by giving regularly in proportion to their income.

Biblical Principles

• Spend less than you make
• Be prudent with debt
• Build liquidity
• Set long-term goals
• Act like a manager, not an owner
• Give generously

Associate Advisor / Financial Advisor requirements:

• Earn the full CFP® designation.
• Earn the Certified Kingdom Advisors (CKA®) designation.
• Life and Health Insurance License

Job Type: Full-time

Pay: $20.00 - $25.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Flexible schedule
• Paid time off
• Professional development assistance
• Retirement plan

Compensation Package:

• Bonus opportunities

Application Question(s):

• After reading the complete job description and listed qualifications, do you feel you can satisfy the expectations?

Education:

• Bachelor's (Required)

Experience:

• Financial planning: 1 year (Preferred)
• Accounting: 1 year (Preferred)
• CRM software: 1 year (Preferred)
• Microsoft Office: 1 year (Preferred)

Language:

• English (Required)

License/Certification:

• Series 65 (Preferred)
• CFP (Preferred)

Ability to Commute:

• Marlton, NJ 08053 (Required)

Work Location: In person

Salary : $20 - $25