Client Investment Specialist

nest egg; Conshohocken (Montgomery County); Hybrid; USD 50,000 - 70,000; Full time

Job summary

Nest Egg is seeking a Financial Advisor to engage clients from day one, starting with a salary while you learn. You'll manage client accounts and help them make investment decisions, learning the ropes to transition into a full advisor within 6 to 24 months.

This hybrid role based in Conshohocken, PA, requires a Bachelor's degree and at least one year of customer-facing experience. Training for investment licenses is provided as you grow in your role.

Qualifications

• At least one year of customer-facing experience.
• Bachelor's degree required.
• Comfortable with high volume work while maintaining accuracy.
• Proficient in using technology platforms.

Responsibilities

• Engage with clients and prospects through video, chat, and calls.
• Field incoming and make outgoing conversations.
• Build customer relationships and identify opportunities.
• Lead account openings and manage ongoing activities.

Skills

Customer-facing experience

Financial knowledge

Technological proficiency

Engagement skills

Education

Bachelor's degree

Tools

G Suite

CRMs

Excel

Google Sheets

Job description

About the Role

Becoming a financial advisor at Nest Egg looks different. You'll learn how to do it by actually doing it, with clients from day one and on a salary while you're learning. We hire ambitious people, train them up, and build a team where you can be yourself.

Company Overview

Nest Egg is built on a simple belief: most people don't have a "guy" when it comes to investing, and they deserve one. We connect clients with live, on-demand US-based advisors that banks and credit unions trust enough to put in front of their own customers. With top advisor awards from Newsweek and USA Today and over 10,000 clients already trusting us, we're expanding and looking for the right people to grow with us.

Opportunity

At Nest Egg, becoming an Advisor is the goal, and the path is real and the pace is honest. Specialists who commit to it move into a full Advisor role in 6 to 24 months, depending on prior experience, performance, and licensing. The Advisors on our team today walked this exact path.

Day to day, you'll be the face of Nest Egg, front and center with clients from the start. You'll be the welcoming first connection for clients and prospects, often face-to-face via video or chat. Over time, you'll learn how to manage their accounts, help them make sound investment decisions, open and fund accounts, watch for when changes may be needed, and spot opportunities for deeper relationships. Each of these skills builds the foundation that lets you step into the Advisor role seamlessly when you're ready.

Nest Egg will support you in building your financial expertise, including helping you earn investment licenses like the "SIE". Additional licenses (Series 63/65/66, Series 7, insurance) follow as you're ready.

Initial responsibilities include:

• Engage with clients and prospects through video, chat, and calls, addressing their needs with care and professionalism.
• Field incoming and make outgoing video chats, text chats, and calls for new and existing clients.
• Build customer relationships, identifying opportunities to help clients further.
• Lead account openings and manage ongoing account activities.
• Understand Nest Egg’s financial products, including matching clients with the right products and servicing nuances by product.

Expertise We’re Looking For

• At least one year of customer-facing experience (full-time, summer roles, internships, or part-time) plus a background in finance through coursework, internships, or work experience. Alternatively, one year at a large financial firm in any client-facing role.
• Bachelor's degree.
• Comfortable with high volume work while maintaining accuracy.
• Comfortable using multiple technology platforms, including G Suite and CRMs; proficient in Excel or Google Sheets.
• Energy for engaging with a wide variety of people, often on video.

Location – Hybrid

Our office is in Conshohocken, PA. Core hours are 8:30 am to 5 pm, though our advisors think in terms of clients, not clocks. We're in the office Monday through Wednesday, with Thursday and Friday from home.