Financial Service Advisor

FIG Talent Solutions; Stafford (VA); On-site; USD 50,000 - 80,000; Full time

Job summary

A financial services firm is seeking a licensed Servicing Advisor in Stafford, VA, to conduct financial analyses and offer customized investment recommendations for clients. The ideal candidate will possess strong interpersonal skills and integrity while assisting with client relations and financial operations. This full-time role presents opportunities for professional growth in wealth management. The salary ranges from $50,000.00 to $80,000.00 depending on experience.

Qualifications

• Bachelor's degree is preferred.
• Knowledge of financial management concepts.
• Proficiency in mathematical calculations.

Responsibilities

• Prepare client files with financial planning information.
• Initiate B2B phone calls in support of transactions.
• Build rapport and provide hospitality to clients.
• Assist Senior Advisor in portfolio risk analysis.
• Participate in client meetings and presentations.

Skills

Interpersonal skills

Initiative

Integrity

Work ethic

Organizational skills

Verbal communication

Written communication

Social and emotional intelligence

Education

Bachelor’s degree in Finance, Accounting, Business or Economics

Series 65 or 66

Life and health insurance license

Job description

A financial services firm with a mission to ensure retirees reach their retirement goals of financial security is seeking a licensed Servicing Advisor to join our team.

They will conduct financial analyses and make customized investment recommendations for the existent clients with the guidance of the lead Advisor. This ideal candidate will have strong interpersonal skills, initiative, integrity, and work ethic. As part of the Advisor team, they will facilitate operations associated with client hospitality, information services, and B2B monetary transfers. They will assist with cases, analysis and the rebalancing of assets with existing clients.

Duties

• Prepare Client files with critical and pertinent financial planning information
• Initiate Business to Business phone calls in support of financial transactions
• Build rapport and provide hospitality to clients
• Assist Senior Advisor in performing portfolio risk analysis and provide investment recommendations based on research
• Assist with client case updates, on-boarding, applications, and documents, meeting prep and process
• Proofread documents for accuracy and completeness
• Participate in client meetings to co-present recommendations and deliver advice
• Lead the Quarterly reviews

Preferred Education and Experience and Required Skills

• Bachelor’s degree is preferred in Finance, Accounting, Business or Economics
• Series 65 or 66
• Life and health insurance license – preferred not required
• Knowledge of key financial, investment, risk management concepts and retirement planning
• Proficiency with mathematical calculations
• Strong organizational skills to manage multiple tasks efficiently
• Proficiency in verbal and written communication
• Ability to give an oral presentation to a small group
• Social and emotional intelligence

This is a great opportunity for an Advisor who loves meeting and helping with Clients but may not enjoy prospecting.

This is a position offering opportunities for professional growth and development in the wealth management industry. If you have aptitude for this role and are confident that you can add value to our team, we encourage you to apply for this position.

Job Type: Full-time and Salary

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