Client Service Associate - Financial Services

Job Title: Financial Planner Assistant

Status: Full Time in Ft. Worth, TX; Non-exempt

Job Category: Financial Analysis; Financial Services; Financial Planning

About us -

Our Advisor’s office is located in Fort Worth, TX. Our clients are among the area’s most prestigious professionals. Our team is cohesive, collegial, fast-paced, and professional, and we care deeply about helping clients achieve their financial goals and dreams. Together, we provide our clients with a top-notch service experience. A significant component of the delivery is the service provided by our practice’s support professionals.

About you –

You are currently a registered representative, or you are a recent graduate of a 4-year university with a concentration in finance/business. Ideally you have experience working in a high level professional financial planning practice where you have supported individual advisors. These are the skills you possess:

· You have outstanding financial analysis skills, and ideally at least one year of experience with development of financial plans

· You can pivot to changing priorities in a fast-paced environment

· You are accurate, tenacious when it comes to follow through, and details rarely slip through your grasp

· You are self-motivated, exhibit a can-do attitude, and you have a growth mindset

· You are adept at communicating clearly and warmly with clients

· You present yourself professionally at all times, whether in person or by phone

The Job Responsibilities –

· Provide manufacturing support for financial plans, investment proposals and reviews (eMoney & MoneyGuidePro & Omni-Source)

· Prepare and process investment and insurance applications

· Work directly with clients on service questions and interface with vendors and the broker/dealer

· Handle investment analysis, re-balancing and trading

· Assist advisor in maintaining a compliant practice

· Provides administrative support to the team when needed

· Interacts with associates and clients in a courteous and respectful manner

· Create great looking documents in Word, Excel and PowerPoint

· Utilize Red Tail CRM to document activities, tasks, transactions, etc.

Key requirements –

· 1 year prior financial planning experience supporting a financial planner

· Experience with CRM/Database and financial systems would be helpful (Redtail, eMoney, MoneyGuidePro, Omni-Source)

· Ideally, you have completed the FINRA SIE Exam or Series 7 securities license plus Texas Life & Health insurance

· Excellent verbal and written communication skills

· Strong proficiency in Microsoft Office Suite – particularly Excel, Word and Outlook

· Strong technical proficiency in learning new systems

· Adheres to a business professional dress code

We offer -

A supportive and professional environment, a salary commensurate with experience and a real opportunity for professional development. Benefits include bonus, paid time off, paid holidays, health insurance and 401(k)

Equal Opportunity Employer

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Professional development assistance
• Retirement plan

Compensation package:

• Bonus opportunities

Schedule:

• Day shift
• Monday to Friday

Education:

• Bachelor's (Preferred)

Experience:

• Wealth management: 1 year (Preferred)
• Financial services: 1 year (Preferred)
• Microsoft Office: 4 years (Required)
• Financial software: 1 year (Preferred)

Ability to Commute:

• Fort Worth, TX 76137 (Required)

Ability to Relocate:

• Fort Worth, TX 76137: Relocate before starting work (Required)

Work Location: In person