Junior Financial Advisor — Client Wealth Planning & Growth

The Bank of New Glarus; New Glarus (WI); Presencial; USD 42.000 - 64.000; Tempo integral

Resumo da vaga

The Bank of New Glarus in Wisconsin is seeking a Junior Financial Advisor to support delivery of investment, financial planning, and wealth management services. You will assist with client meetings, portfolio discussions, and relationship management, while working closely with senior advisors and the investment team.

Role requires proficiency with financial planning, CRM, and investment platforms, including ClientWorks and Redtail, and strong MS Office skills.

Qualificações

• Bachelor's degree in finance or related field or equivalent experience.
• 1–3 years of experience in investments, banking, financial services, sales, client service, or related field preferred.

Responsabilidades

• Support delivery of investment, financial planning, and wealth management services to clients.
• Assist with client meetings, annual reviews, and portfolio discussions.
• Develop and maintain professional relationships with existing and prospective clients.
• Respond to client inquiries regarding account activity and performance.
• Maintain client records and documentation in CRM and portfolio systems.
• Process account openings, transfers, and maintenance requests.
• Support business development through referrals and networking activities.
• Adhere to regulatory requirements and maintain client confidentiality.
• Pursue ongoing professional development and teamwork.

Conhecimentos

Interpersonal skills

Communication skills

Investment products knowledge

Financial planning

CRM knowledge

MS Office

Formação

Bachelor's degree in finance or related field

Ferramentas

ClientWorks

Redtail

Descrição da vaga

The Bank of New Glarus in Wisconsin is seeking a Junior Financial Advisor to support delivery of investment, financial planning, and wealth management services. You will assist with client meetings, portfolio discussions, and relationship management, while working closely with senior advisors and the investment team.

Role requires proficiency with financial planning, CRM, and investment platforms, including ClientWorks and Redtail, and strong MS Office skills.