Associate Financial Representative

Four Corners Wealth Management; Peachtree Corners (GA); On-site; USD 50,000 - 79,000; Full time

Job summary

An established industry player is seeking a dedicated Associate Financial Representative to join their award-winning team. This role is pivotal in delivering exceptional client service and supporting the creation of personalized financial plans. You will engage in client relationship management, ensuring accuracy in financial documentation and facilitating effective communication. If you are detail-oriented, possess strong organizational skills, and have a passion for helping clients achieve their financial goals, this opportunity offers a chance to make a meaningful impact in a dynamic environment. Join a team that values excellence and innovation in financial planning.

Qualifications

• Bachelor's degree required; Life and Health Insurance license needed before starting.
• Series 7 and 63 preferred within 1 year of employment.

Responsibilities

• Support the creation and updating of comprehensive financial plans.
• Manage client onboarding and maintain accurate client information.
• Coordinate client meetings and address client requests promptly.

Skills

Attention to Detail

Organizational Skills

Communication Skills

Client Relationship Management

Proactive Problem Solving

Education

Bachelor's Degree

Tools

CRM System

Job description

2 days ago Be among the first 25 applicants

Four Corners Wealth Management provided pay range

This range is provided by Four Corners Wealth Management. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $79,000.00/yr

Additional compensation types

Annual Bonus

Wealth Management Advisor & Founder of Four Corners Wealth Management

WHO WE ARE:

Four Corners Wealth Management is redefining the financial planning and wealth management space by providing an all-encompassing planning approach that focuses on achieving our clients’ most important goals at every life stage. We are unique in that we provide a written, personalized financial plan for each client that addresses all four key financial strategies one must consider long-term:

PLANNING (protect) * INVESTMENTS (grow) * RETIREMENT (distribute) * ESTATE & LEGACY (transfer)

We are proud to be affiliated with one of the strongest financial institutions in the world -- Northwestern Mutual -- but wanted to create a brand that spoke to the unique work we do for clients in what has recently become a very broad and crowded financial services industry. We are proud of the exclusivity of what we offer and how we deliver service to clients.

ABOUT THE ROLE:

Due to strong growth, we are seeking a passionate and dedicated professional committed to excellence in client service. If you are ready to make a significant impact on clients' financial journeys and contribute to a highly respected, award-winning practice, we invite you to explore career opportunities with us.

Position Description: The Associate Financial Representative (AFR) is integral to the success of our financial advisory team, providing essential support through both operational and client service functions. This individual ensures the efficient operation of our practice and while maintaining the highest standards in all client interactions. The AFR plays a vital role in the creation and implementation of our clients' financial strategies, ensuring that every aspect of their financial journey is managed smoothly and effectively.

Key Responsibilities:

1. Support the Creation of Financial Plans:
1. Assist in the creation and updating of comprehensive financial plans, ensuring accuracy and completeness.
2. Prepare necessary documentation and reports for meetings, ensuring all required information is collected and organized.
3. Assist with the preparation of financial reports and analyses to support client meetings and strategy development.
4. Facilitate the execution of investment tasks, including money movement (contributions, transfers, distributions), new account openings, and portfolio modifications.
5. As needed, assist with various insurance tasks, including illustrations, processing applications, and underwriting correspondence.
2. Client Relationship Management:
1. Client onboarding: Assist with client onboarding, including the request of necessary documentation and information, linking of accounts, and assistance with client portal.
2. Client Information Management: Maintain and update client information in the CRM system, ensuring all data is accurate and current. Update client records based on new life event information. Log meeting summaries and relevant client details in CRM following client interactions while ensuring the highest standards of client confidentiality.
3. Client Requests: Address client needs and field client questions promptly and professionally.
4. Meeting Coordination and Preparation: Schedule and coordinate various client meetings, including strategy sessions, introductory calls, and fact-finding meetings.
5. Meeting Documentation and Implementation: Create and manage tasks and opportunities within CRM to ensure timely implementation of client strategies.
6. Provide additional support for any urgent client needs or special projects as directed by the advisory team.

Qualifications:

1. Bachelor's degree required.
2. Life and Health Insurance license must be obtained prior to beginning work.
3. Series 7 and 63 preferred, but must be obtained within 1 year of employment.
4. Previous experience in a financial advisory or client service role is preferred.

Desired Qualities:

1. Exceptional attention to detail & organizational skills.
2. Ability to manage multiple tasks and prioritize effectively.
3. Ability to proactively anticipate the needs of the client and the practice.
4. Excellent verbal and written communication skills.
5. Independently resourceful and inquisitive.
6. Entrepreneurial mindset and a desire to proactively identify needs and solutions.
7. Collaborative team player.
8. Professional demeanor, friendly and positive attitude.

How to Apply: Interested candidates should submit their resume and a cover letter detailing their qualifications and experience.

Seniority level

Entry level

Employment type

Full-time

Job function

Sales and Business Development