| Junior Financial Advisor or Intern Position Position Overview Essential skills for this individual would be to effectively function as a team player, organize, prioritize, handle multiple tasks, be attentive to details, comfortable dealing with numbers, utilize various software such as, Microsoft Excel, Microsoft Office, Outlook, various internet based programs, and to communicate with co-workers, clients, and various business contacts in a courteous and professional manner. Responsibilities - Assist advisors in preparation and completion of client paperwork and applications
- Submission of application to various companies once verified as approved
- Prepare client meeting reports in collaboration with Financial Advisor
- Manage and resolve client service problems
- Enter data into software and create financial plan
- Coordinate with home office to resolve any issues that may arise
- Prepare client portfolio analysis
- Build and maintain client relationships
- Communication with clients
- Run RMD reports and make withdrawals
- Prepare for and complete registration, licensing, continuing education requirements or financial planning courses
- Prepare for Seminars/Educational Classes
- Prepare marketing material and coordinate advertising/client communication review and approval
- Prepare preliminary recommendations
- Run hypothetical illustrations
- Prepare charts, graphs, and other visual aids to be used in implementation meetings with clients
Company Overview Comprehensive Financial Planning company. We offer as set of diverse services to help our client meet their financial and life goals. Our service encompasses wealth management, business plans, estate planning, tax planning, and insurance planning through risk management. Please forward your resume to: sgcanella@canellafinancialgroup.com |
