Financial Services Associate

reputed company is a leading financial services company located in Denver, and they are seeking a Financial Services Associate to join their Integrated Financial Planning team. This role involves supporting financial representatives in developing successful practices, enhancing client experiences, and ensuring operational efficiency.

Responsibilities

• Partner with financial representatives to reputed company successful practices using proprietary software
• reputed company operational improvement processes reputed company an advisor’s practice
• Communicate with Home Office, representatives, and clients for policy approval
• Craft comprehensive financial plans tailored to client needs
• Open investment accounts and manage documentation
• Execute investment trades reputed company
• Stay updated on investment regulations
• Process insurance applications using technology for signatures
• Input client data into planning software and CRM
• Confirm client appointments
• Attend weekly development and team meetings to advance industry mastery

Skills

• Strong collaborative skills reputed company a goal-oriented team
• Effective communication with colleagues and our clients
• Resourcefulness and innovation in problem-solving
• Adaptability to prioritize shifts in a fast-paced environment
• Proficiency with technology and a commitment to efficiency
• Competency in process and project management
• Teamwork skills, including leadership and execution
• Ability to handle confidential and time-sensitive information
• Excellent verbal and written communication for rapport-building

Benefits

• Bonuses for achieving industry designations.
• PTO + Holiday time off + 2 Floating holidays designed to give you the flexibility to take paid time off for occasions and events that are personally significant to you.
• Medical, dental, and vision coverage.
• Long-Term and Short-Term Disability insurance.
• Matching 401k plan.
• Paid garage parking.
• Remote work option of two days a week after 90-days of employment.
• Laptop provided.
• Office healthy break pantry.
• Healthy break pantry and onsite workout facility access.

Company Overview

Company H1B Sponsorship