Service Financial Advisor
Job Posting for Service Financial Advisor at Advisor Employee Services
Service Financial Advisor
Do you have superior customer service skills and a great work ethic that you want to contribute to an established and continually growing office? Our fast-paced Financial Firm in Kansas City, MO is looking for a strong, detail-oriented Service Financial Advisor to assist with various industry specific tasks to help ensure the office runs efficiently. Our formula for success is to put our customers first. If you’re looking for the tools, resources, and freedom to build a great future, please contact us today!
Minimum Requirements:
- Previous experience in processing confidential, detailed paperwork
- Previous client interaction in an office environment
- Intermediate to advanced computer skills
- Insurance licensing and Series 65 required
- CFP required
This position requires that you possess the following skills:
- Strong organizational skills and attention to detail
- Ability to demonstrate persistence to achieve quality
- Excellent communication; both verbal and written
- Self-directed initiative
- Process driven
- Strong follow-through
Responsibilities:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service you will:
- Prioritize day-to-day tasks and issues
- Operate with a proactive approach to advisors and clients
- Complete and process servicing requests
- Maintain database programs
- Respond to client inquiries as needed
- Opening, as needed, closing, and transferring of accounts
- Generate and provide various reports to Advisor
- Process transactions
- Follow-up as necessary with vendor companies and clients
- Assist Advisor with pre-appointment preparation
- Resolve any issues regarding new accounts, transfers, or amendments
Presented by Advisor Employee Services Thank you for your interest in the Service Financial Advisor role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
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Salary.com Estimation for Service Financial Advisor in Kansas City, MO
$70,398 to $89,895
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