Associate Financial Advisor: Client Growth & Planning

First National Investment Services Company L L C; United States; On-site; USD 39,000 - 48,000; Full time

Job summary

First National Investment Services Company L L C is seeking an Associate Financial Advisor in Baltimore, MD. The role partners with Financial Advisors or works independently to prospect, schedule potential clients, and support marketing campaigns aimed at growing revenue and assets under management.

The incumbent will manage client relationships, assist in achieving territory revenue goals, and provide service and advice within authority. Education: BA/BS; Experience: 3+ years.

Qualifications

• BA or BS required.
• 3 years of related experience.
• Excellent project management, communication, and interpersonal skills.
• Experience in the investment industry and broker-dealer procedures.
• Ability to use a PC and job-related software.
• MS Office proficiency.

Responsibilities

• Handle routine transactions and account relationships.
• Support sales activities and client referrals.
• Assist in servicing existing clients and growing assets under management.
• Meet with clients independently or with a Financial Advisor.
• Identify cross-sell opportunities and manage client files.
• Perform administrative tasks related to processing financial transactions.

Skills

Client relationships

Sales

Communication

Project management

Investment industry experience

Broker-dealer procedures

MS Word

MS Excel

MS PowerPoint

Financial software

Education

BA or BS

Tools

MS Word

MS Excel

MS PowerPoint

Job description

First National Investment Services Company L L C is seeking an Associate Financial Advisor in Baltimore, MD. The role partners with Financial Advisors or works independently to prospect, schedule potential clients, and support marketing campaigns aimed at growing revenue and assets under management.

The incumbent will manage client relationships, assist in achieving territory revenue goals, and provide service and advice within authority. Education: BA/BS; Experience: 3+ years.