- Assist Financial Advisors in managing client relationships, including participating in client meetings, documenting notes, assigning tasks, executing on follow up, and initiating regular client contact
- Conduct and record communications with prospective clients with the goal of converting a prospect to a client.
- Gather data and perform analysis, develop financial planning recommendations
- Drive growth by meeting revenue targets
- Provide premier client service by preparing for client meetings, planning updates, portfolio changes and reviews, information gathering, portfolio returns and implementing recommendations
- Utilize CRM system to maintain accurate and up-to-date client records, including contact information, investment preferences, and financial goals
- Develop effective working relationships with internal team members and external professionals to provide effective service for clients
- Research ad-hoc topics and provide support on special projects as needed
- Assist with marketing projects, analytics, social media, prospect/client material, and website
- Bachelor's degree in finance, economics, or a related field
- CFPTM Certificate or willingness to obtain is a plus
- Proficient with investment software
- Proficient in Microsoft Office
- Series 65 license or the ability to obtain within 90 days
- Project a professional and pleasant demeanor to work with advisors, administration, and clients in a deadline-driven environment; Polished interpersonal, communication and presentation skills.
- Ability to operate under high integrity and follow compliance rules
- Employ solid analytical skills in researching and resolving problems
Associate Financial Advisor - Florence, United States - WebsterRogers LLP
4 weeks ago
Description
WebsterRogers Financial Advisors, LLC (WRFA) is a team of dedicated and experienced wealth management advisors located in Florence, SC. Since our establishment as a fee-only advisor in 1998, we have provided a holistic approach to wealth management for both individuals and businesses in Florence and the surrounding areas.
We understand that trust between client and advisor is paramount when it comes to creating a long-lasting working relationship. We take our commitment to ethics very seriously and engage in open and honest communication with all of our clients.
We believe in educating our clients about our wealth management services rather than simply managing their investments-- we find that client education leads to active involvement, meaning we can work together to create a unique portfolio for your individual needs.
WebsterRogers Financial Advisors (WRFA) is seeking an Associate Financial Advisor for our Florence, SC office to assist us in our mission of helping clients achieve their financial goals. The Associate Financial Advisor will conduct the following activities:
WRFA offers competitive pay and an outstanding benefits package including medical, dental, vision, life, STD, LTD, 401K with Firm match, paid time off, and an Employee Assistance Program. EOE
Why Choose WebsterRogers Financial Advisors?
When you work at WRFA it is more than just a job, it is a career. You will work with intelligent, energetic and ambitious professionals that are dedicated to our clients and dedicated to your success. We ensure that you will receive the support and on-going training you need to be successful. We understand that your success leads directly to the firm's success.
We believe in a place where you can learn and grow without having to sacrifice time outside the office. Many call it work-life balance. We call it the WRFA way of life.
Qualifications