Financial Advisor/Licensed Administrative Specialist

Our office environment is modern, family-oriented, and positive, providing a welcoming space where team members work collaboratively to achieve success. We are seeking a hardworking and dedicated individual who wants to grow with our company in a hybrid role combining wealth management support and administrative duties. This position will offer the opportunity to contribute to both the operational side of financial advising and provide essential administrative support to ensure client services run smoothly and cohesively.

Key Responsibilities:

Wealth Management Support (50%):

• Provide support to the wealth management team by preparing financial reports and research.
• Assist in managing and maintaining the accuracy of client information within Redtail CRM system.
• Support the team with portfolio management, investment proposals, and client transactions.
• Collaborate with wealth managers and other team members to ensure efficient and accurate processing of client data.
• Assist in the preparation of client presentations and materials for meetings.
• Field inbound client calls.

Client Service & Administration (50%):

• Support office operations, including managing schedules and coordinating meetings for the wealth management team.
• Handle internal inquiries and ensure timely responses to team members’ requests.
• Perform administrative duties such as scanning, faxing, e-filing, and preparing documentation for meetings.
• Manage sensitive and confidential information with discretion and attention to detail.
• Perform data entry tasks, ensuring that client records and financial data are accurately maintained.

Skills & Qualifications:

Required Qualifications:

• 3 years of customer service experience in the financial services industry.
• Strong understanding of financial data and experience with sensitive client information.
• Series 7 license and Bachelor's degree.
• Proven multitasking skills and the ability to manage time effectively.
• Strong communication skills and ability to work well in a team.
• High level of professionalism and a positive attitude in a fast-paced environment.

Preferred Qualifications:

• Experience with LPL Financial and knowledge of the Broker Dealer.
• Additional securities licenses such as Series 63, 65, or 66.
• Proficiency with CRM systems, specifically Redtail.

Benefits:

• 401(k) with 4% match.
• Health, dental, life, and vision insurance.
• Paid Time Off (PTO) and 12 weeks of full-pay maternity leave.
• Frequent team outings with pay.
• Paid holidays: New Year's Day, President's Day, Good Friday, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving, Day after Thanksgiving, Christmas Eve, Christmas Day, New Year's Eve.

Job Type: Full-time

Pay: $85,000.00 - $95,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Life insurance

Experience:

• Financial concepts: 3 years (Preferred)
• Ability to Commute: