Financial Advisor jobs in Fullerton, CA

K2 Financial Partners is a financial planning and investment advisory firm based in San Dimas, California. K2 is a growing firm that supports professional advisors as they guide families and organizations through a lifetime of financial decisions. We are seeking individuals that will support our existing book of clients in all aspects of the client experience. At our core we believe clients come first and a high level of customer service experience is required.

Who we’re looking for:

We are seeking a Service Advisor who will work alongside the K2 Advisors to service our existing clients. The Service Advisor is expected to be client-focused, highly dependable, analytical and a team player. He or she must be comfortable operating autonomously and alongside senior advisors. We are a small office that is growing which will require Advisors to adapt and grow into new responsibilities as we evolve.

Role and Responsibilities:

• Responsibilities are broad and will change as the Advisor grows within K2.
• We place a large emphasis on Financial Planning and all advisors play a critical role in preparing and delivering Financial Plans to our clients in eMoney and Money Guide Pro.
• Manage and retain existing client relationships and grow those relationships by identifying new opportunities.
• Onboard new clients including the set-up of accounts, recurring money movements, online access and maintain the CRM database.
• Pro-actively work to ensure all advisor client follow-up and associated tasks are completed and up to date in our CRM database.
• Perform general administrative duties as needed including answering phones, scheduling appointments, processing paperwork etc. to support the firm.

Skills Needed / Desired:

• Proven ability to meet deadlines as well as effectively identify and solve problems
• Strong time management, organizational skills; able to effectively prioritize/multi-task
• Ability to work independently as well as cohesively with advisors and team members
• Must maintain a high level of confidentiality and have a client-focused, helpful attitude

Requirements:

• An inherent interest in helping and serving others in their financial life
• Must work in our San Dimas office on a daily basis
• Proven Strong Customer Service Skills
• Must have basic securities registrations to be hired: Series 6/63/65 or Series 7/66
• Must have strong communication, organizational and prioritization skills
• Microsoft Office – Outlook, Word, PowerPoint, and Excel required

Preferred Requirements:

• 2-5 years of experience in the financial service industry
• Bachelor’s degree preferred
• Series 7 and CFP® certification