Details
Posted: 21-Jun-22
Location: Fort Worth, Texas
Type: Full Time
Salary: $60,000
Categories:
Wealth Management
Sector:
Wealth Management
Salary Details:
401(k)
401(k) matching
Health Insurance
Bonus potential
Opportunity
Fast growing, award winning, high-end boutique Financial Advisory Firm is seeking a goal oriented, hardworking teammate to join our exceptional and highly positive team. If you are looking for on-the job training and an inclusive work environment, then this job is for you.
Our Brand
We are a Premier Wealth Management Firm located in Fort Worth, TX managing approximately 380 million in assets. We consistently rank in the top 5 out of 1,200 advisors, with 4 years as #1. We are committed to delivering exceptional, personal service to our clients.
The Position
You will have a supporting role in all aspects of our business. Must be team oriented, follow directions and deliver high quality customer service and care for our clients.
Responsibilities
- Analyze financial and investment information to determine strategies, products and services to help meet client needs and objectives.
- Prepare information for quarterly and annual reviews including fund research, portfolio recommendations and ensure appropriate documentation and compliance requirements are satisfied
- Attend client meetings, take notes, follow up and correspond with clients
- Open new accounts, prepare paperwork and onboard prospects. Assist with trading and back-office work as needed
- Conduct annual client meetings with W4 and W5
- Utilize eMoney, gather data and prepare presentations
- Prospect calling and manage prospect pipelines
- Oversee our marketing strategies and communications
- Oversee event scheduling and planning
- Implement website and social media strategies
- Gather assets and prospect
- CFP (Preferred)
- FINRA License (Preferred)
- Minimum 1-2 years of financial experience or education
- Proficient in Microsoft Office
- Prior eMoney experience a plus
