Associate Financial Advisor

B.O.S.S. Retirement Solutions; Lehi (UT); Hybrid; USD 50,000 - 75,000; Full time

Job summary

B.O.S.S. Retirement Solutions is seeking an Associate Advisor to support a Lead Advisor in managing a defined client portfolio. The role combines in-person and remote client interactions, annual reviews, and proactive follow-through on sales opportunities to deliver exceptional service.

You will help with onboarding, ensure accurate paperwork, and coordinate with the processing team while building strong client relationships and a solid understanding of retirement strategies.

Qualifications

• Excellent written and verbal communication skills.
• Ability to develop, manage, and retain strong client and internal relationships.
• Understanding of Tax brackets and Roth conversions.
• High attention to detail for accurate paperwork.

Responsibilities

• Provide direct support through onboarding documentation and client meetings for the B.O.S.S. Retirement Blueprint.
• Follow systems and processes, reviewing documentation before processing.
• Provide outstanding client experience by ongoing engagement and follow-up with clients.
• Execute instructions from Retirement Advisor, including processing requests and annuity documentation.
• Conduct annual and periodic reviews for clients and update the Blueprint.
• Identify and onboard off-held assets with client portfolios.

Skills

Written communication

Client relationship management

Tax knowledge (brackets & Roth)

Attention to detail

Job description

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience.This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability.

The Associate Advisor works with a Lead Advisor that directly manages a defined portfolio of clients.Client interactions will be both in-person and remote.This position will conduct annual reviews, ensure all client servicing and transactions are processed quickly and accurately, and proactively follow through with sales opportunities while providing superior client service.

Duties include, but are not limited to:

• Provide direct support through the preparation and execution of client onboarding documentation and meetings, including The B.O.S.S. Retirement Blueprint, for clients.
• Follow the company’s systems and processes requirements, including reviewing all documentation before being sent to the processing team.
• Provide outstanding client experience by routinely engaging with and following up with clients to ensure they are well informed and agree with recommendations and actions.
• Execution of instructions from Retirement Advisor, including requests for transactions sent to the processing team, annuity documentation and other investment work instructed by the Retirement Advisor.
• Conducts annual and periodic reviews for all clients assigned to their portfolio, utilizing the firms developed process and approach, including updating the Blueprint.
• Identifying and onboarding off-held assets with client portfolio

Critical Skills:

• Excellent written and verbal communication skills.
• Ability to develop, manage, and retain strong client and internal relationships
• Understanding of Tax brackets and Roth conversions
• High attention to detail for accurate paperwork

Minimum Qualifications:

• 2 + years of financial services experience with an emphasis on sales