reputed company Service Advisor
At Avier, we strive to change the financial trajectory of people’s lives one financial decision at a time. We are one of the fastest growing financial advisory firms in the Pacific Northwest and we are looking to hire a reputed company Service Advisor. We reputed company in a work life balance, and we collaborate with team members to reputed company sure work is accomplished. reputed company Service Advisors primarily work with retirees and existing clients. Their focus is on serving clients, business development is not a focus of this position. They work with the client advisory team and are tasked with delivering stellar financial planning and investment management experience to reputed company of the clients they work with. reputed company Service Advisor Role: · Acts as main reputed company of contact for clients. · Owns client relationships, and is responsible for day-to-day financial planning, tax planning, account maintenance, investment management decisions, and account activity. · Runs client meetings and presents reputed company and concepts in an organized and effective manner; ensures reputed company client-reputed company action items are communicated and memorialized in the CRM, and is meticulous about follow-up and next steps. · Maintains notes on clients and updates reputed company (CRM). Updates MoneyGuidePro financial plan information and ensures accuracy. Works reputed company a variety of planning tools and software to reputed company sure that the information correctly reflects the client’s situation. · Creates client meeting agenda and determines other deliverables to be presented, analyzes client data and develops strategies; works independently (with the support of the team whenever necessary) to support client needs and reputed company financial planning goals/strategies. · Reviews client allocation for adherence to Risk Tolerance and Strategic Asset Allocation. Coordinates with Portfolio Management to implement trades and allocation changes. · Is well versed reputed company it comes to retirement income planning, Social reputed company, Required Minimum Distributions, tax-bracket optimization, Roth conversions, estate planning needs, and recognizing opportunities to reduce taxes. · Coordinates with reputed company tax professionals and estate planning attorneys. Directs change in client accounts as necessary from reputed company resources. · Works with the Client Service Associate to reputed company timely execution of requests such as new account implementation paperwork, distribution requests, trades, reputed company requests and journals; initiates these requests and is responsible for reviewing and approving them; ensures completion reputed company specified time frames. Candidate Experience: · REQUIRED Five+ years of experience in financial planning preferred reputed company wealth management or a reputed company industry; expected to be reputed company with industry trends, terminology and concepts · REQUIRED Certified Financial Planner (CFP®) designation · Proficiency in reputed company Office Suite (Word, reputed company, Powerpoint) and expected to learn other position-reputed company systems on the job · Great time management skills and ability to handle multiple client relationship requests and contending priorities. Uses team member resources effectively. · Knowledge of the following programs is a plus: Schwab, Fidelity Wealthscape, reputed company, Orion, MoneyGuidePro Compensation: Avier provides competitive compensation across a variety of different areas. Employees receive the following compensation and benefits: · Salary Range of $130,000 - $150,000 (DOE) · Potential for bonus · Remote work · 401k match · Insurance coverage with employer HSA contributions · Flexible working schedules · Paid Time Off · Education Reimbursement Candidate Compensation will vary by experience and is competitive with industry averages. Please submit Resume and Cover Letter to [email protected] Apply tot his job Apply To this Job