Lone Tree, Colorado
Financial Advisor Assistant Job Opening in Lone Tree, Colorado - Assistant to Advisor/Client Service
Raymond James Financial Service
Lone Tree, Colorado 80124
We are seeking an assistant to help with client services for an established advisor. Our company, Raymond James Financial Services offers comprehensive financial and investment services to meet the various needs of clients. As a client oriented firm, we need an individual who shares our desire to help clients achieve their financial goals. Our firm?s culture is professional but casual and offers a small family like environment where its team members are treated well and rewarded for good performance.
Qualifications:
Associates or bachelors degree in business, finance, accounting or related field.
Minimum of 2 years experience in a support role with a financial firm ? this includes experience in brokerage houses, financial services firms, or financial planning and/or wealth management firms.
Certified Financial Planner or Para Planner designation.
Series 7, 63, 65 or 66, license, and applicable state insurance license.
Preferred Skills/ Traits:
Quick books, CRM and Financial Planning Software fluency.
Strong interest in Financial Planning and Investments.
Excellent Interpersonal, verbal and written communication skills.
Ability to effectively present investment ideas to clients and maintain a professional approach.
Goal oriented and hard working.
Strong relationship building, sales and new business development skills.
Knowledge in financial planning, including but not limited to goals based planning, assets allocation and retirement planning.
Highly organized.
Passionate about their work and enjoys people.
Duties:
Client Services
Drafting Financial Plans ? Retirement cash flow planning etc.
Preparing for Client Reviews ? Performance and allocation reports.
Web site and social media work ? Maintaining and updating profiles as well as the branch website.
Marketing/Seminars ? Planning special seminars and client appreciation events.
Conducting some Client Reviews ? Meeting directly with certain clients to go over their investments and financial goals.
Compliance work
Job Type: Full-time
Required education:
Bachelor's
Required experience:
Administrative Support: 2 years
Required language:
english
Required license or certification:
Series 7 License
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