Financial Advisor Support
What we need:
This role supports the Registered Financial Advisors with day-to-day administrative functions while enhancing the service experience of clients and the service to the advisors.
- Act as a liaison between the representative and their clients.
- As directed by the representative, based on client needs, run product illustrations, graphs, charts, etc. for presentation to the client by the representative.
- Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages.
- Maintain representative’s file organization
You will learn:
- Internal and external computer systems used daily
- Products and services including Mutual Funds, Annuities and Life Insurance,
- Retirement products including IRAs and 403(b)s
- College funding products including ESAs and 529 plans
- High School diploma or equivalent
- High level of organization is needed
- Ability to multi task
- Some college preferred
- Strong verbal communication skills with a customer-service focus
- Strong organizational skills
- Ability to meet deadlines
- Proficient use of Microsoft Office including Word, Excel and PowerPoint
We are a fast-paced but fun environment where you can expect to learn a great deal and can feel good about making a positive difference in the financial lives of individuals across the country.
Our competitive Health program offers a comprehensive benefits package that supports healthy lifestyles, preventative care and helps to protect against hardship. Our retirement plan offers our employees the opportunity to plan ahead for a strong financial future well beyond their working years.
Job Type: Full-time
Job Type: Full-time
Pay: $32,000.00 - $45,000.00 per year
- 401(k) matching
- Dental insurance
- Health insurance
- Vision insurance
- 8 hour shift
- Bonus pay
Ability to commute/relocate:
- Glastonbury, CT 06033: Reliably commute or planning to relocate before starting work (Preferred)
- High school or equivalent (Preferred)
- Financial concepts: 1 year (Preferred)
Work Location: Glastonbury Headquarters