Role Responsibilities

• Primary role is meeting preparation in support of associate or lead advisors.
• First back-up to associate to sit in on client meetings.
• Responsible for the money line report and coordinates instructions between advisory team members.
• Responsible for prep for all strategy meetings, tactical call, intake, implementation or planning meetings – which includes CRM summary, agenda, allocations, model updates and planning memo.
• Oversees opportunities report weekly for pending, not submitted, and completed investment activity and communicates status with the advisor.
• Submits ACR’s after a client meeting and is the point person for compliance for additional questions.

Qualifications

• Strong Analytical Skills
• Excellent Communication skills
• Ability to work independently and as part of a team
• Experience in the financial services industry is a plus
• College Degree or equivalent experience
• SIE
• Series 7, 66 license
• Life and Health license

Salary Range: $60,000 – $80,000/year depending on experience.  Benefits include paid time off, portion of health insurance, profit sharing and professional development.