Financial Advisor Assistant: Client Planner & CRM Pro

FAMILY FINANCIAL ADVISORS INC; Fruitland Park (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

FAMILY FINANCIAL ADVISORS INC in Florida seeks a Financial Advisor Assistant (Servicing Advisor) to support the team by managing client inquiries, preparing financial analyses, and ensuring compliance with regulatory standards. You will need to have strong analytical skills, previous experience assisting a Financial Advisor, and be proficient in financial software and Microsoft Office.

The responsibilities include client account maintenance, preparing for meetings, and updating financial plans for annual reviews. A Bachelor’s degree in a relevant field is preferred.

Qualifications

• 1-3 years of experience assisting a Financial Advisor is mandatory.
• Current certificate of qualifications preferred but not mandatory.
• Experience with financial planning software.

Responsibilities

• Act as the primary point of contact for routine client inquiries.
• Track account rebalancing, trades, and transfers of funds.
• Assist senior advisor with drafting account paperwork.

Skills

Strong analytical skills

Client Relationship Management

Communication skills

Proficiency in Microsoft Office

Ability to explain complex financial information

Education

Bachelor’s degree in finance, accounting, or a related field

Tools

Advisors Assistant

Salesforce

Redtail

eMoney

Retire-Up

Job description

FAMILY FINANCIAL ADVISORS INC in Florida seeks a Financial Advisor Assistant (Servicing Advisor) to support the team by managing client inquiries, preparing financial analyses, and ensuring compliance with regulatory standards. You will need to have strong analytical skills, previous experience assisting a Financial Advisor, and be proficient in financial software and Microsoft Office.

The responsibilities include client account maintenance, preparing for meetings, and updating financial plans for annual reviews. A Bachelor’s degree in a relevant field is preferred.