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    Financial Advisor Assistant - Reno, United States - Sierra Executive Solutions Inc

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    Description

    Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.

    Description: The Licensed Advisor Assistant plays a vital role in guiding clients through initial stages of financial planning, facilitating access to planning tools, and supporting group retirement plans.

    Responsibilities & Activities:

    Conduct fact-finding interviews for new clients

    Prepare and send introduction packages with necessary documents

    Manage client information in Comprehensive Wealth Planning Software

    Participate in client planning meetings and assist in 401k services

    Monitor and handle client communications and service requests

    Generate client illustrations and applications for financial products

    Utilize SmartOffice CRM for client management

    Promote and facilitate the sale of investment and insurance products

    Demonstrate EMX to clients, manage websites, and organize meetings

    Prioritize tasks daily and assist with event planning and file organization

    Attend group retirement plan participant meetings and update performance sheets

    Knowledge, Skills & Abilities / Qualifications:

    - Nevada Life & Health Insurance License is required

    - FINRA Series & 65), and 6 completion is required

    Ability to work independently with minimal supervision

    Strong oral and written communication skills

    Exceptional client service orientation

    Excellent organizational and time management abilities

    Proficiency in Microsoft Office software



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