Financial Advisor Support Specialist

FirstBank; Murfreesboro, Northern (TN, KY); Hybrid; USD 42,000 - 68,000; Full time

Job summary

Jobvite, Inc. seeks a Sales Support Associate to assist Financial Advisors in building and maintaining client bases, focusing on service excellence and accurate documentation.

In a fast-paced environment, you will respond promptly to calls and emails, help monitor client accounts, and ensure compliance with industry regulations and firm policies while supporting the investment team. Strong communication, organizational skills, and discretion are essential as you collaborate with the team to grow

Qualifications

• High school diploma or GED required.
• College degree preferred but not required.

Responsibilities

• Assist Financial Advisors in building and maintaining client bases; maintain documentation and provide excellent service to current and prospective clients.
• Execute unsolicited trades within regulatory compliance.
• Foster relationships to support the Investment team and grow business.
• Assist in training current and new team members.
• Monitor client accounts balance and ensure accuracy.
• Maintain compliance with Raymond James protocols and FirstBank policies.

Skills

Superior customer service

Strong communication

Fast-paced environment

Documentation management

Self-directed

Confidentiality

Education

High school diploma or GED

College degree preferred

Job description

Jobvite, Inc. seeks a Sales Support Associate to assist Financial Advisors in building and maintaining client bases, focusing on service excellence and accurate documentation.

In a fast-paced environment, you will respond promptly to calls and emails, help monitor client accounts, and ensure compliance with industry regulations and firm policies while supporting the investment team. Strong communication, organizational skills, and discretion are essential as you collaborate with the team to grow