Financial Associate (Public) jobs in Cleveland, OH

Description: Hybrid Work Environment! Beacon Financial Partners is seeking a team member to support two financial advisors in a growing investment advisory practice and the management of the Firm. We are an independent firm with a positive and forward-looking company culture based on a commitment to delivering a high level of client service. If you are a team player with the ability to work independently and a strong desire to work in the financial services industry, please consider the opportunity described below.

Position Title: Financial Client Service Associate

Status: Full-time, benefits included (medical and dental, Simple 401k plan match, PTO)

Compensation: $45,000- $60,000, commensurate with experience

Location: Beachwood, Ohio (or hybrid remote/on location)

Responsibilities:

Client Service

• Client relationship building as part of a growing team
• Respond to client inquiries and initiate proactive “touch points” with clients
• Prepare and assemble client meeting reports (Investment summaries, Beneficiary designations, Retirement Cash Flow Projections, Annuity Updates)
• Assist and coordinate meeting follow-up tasks (processing of account changes)
• Mail Distribution and Receiving
• Correspondence Review
• Scanning, recording and Depositing of Client Checks

Administrative/Account processing

• New Account opening, onboarding new clients, assist with on-line access
• Track and process Required Minimum Distributions
• Account maintenance and processing such as adding bank links, TOD designations, beneficiary changes and responding to system alerts
• Annuity maintenance and processing such as adding systematic withdrawals
• Monitoring of mutual fund share classes and processing conversions as needed
• Entering client trade requests
• Balancing client portfolios when needed through iRebal trading
• Data entry in client relationship management software and other firm systems
• Advisor follow-up for compliance regulations and assistance with firm audits

Marketing

• Schedule and organize client appreciation events and seminars
• Design and implement social media marketing campaigns primarily focused on LinkedIn to increase Team visibility and identify business prospects
• Innovative management – contribute creatively with new ideas that might help to grow the practice

Qualifications:

• Positive attitude with excellent communication skills and ability to interface professionally with clients and other Beacon Associates
• Minimum 2 years of experience in the financial services industry, Client Service experience preferred
• Ability to manage multiple projects and tasks and work independently
• High level of integrity and ethics
• Proficient math skills and effective organization
• Ability to work under deadlines, a drive for results and eye toward efficiency
• Strong computer skills: Word, Excel, Outlook, Microsoft Office and Social Media
• Basic Competency or understanding of Client Relationship Management Software
• NetX 360 or VEO trading platform, Albridge, Docusign, Morningstar, eMoney, and Redtail knowledge is a plus

Education and Licensure:

• College Degree preferred, High School Diploma required
• FINRA Series 7 Registration or willingness to obtain within nine months.
• Ohio Life Insurance License a plus, but not required

Work Authorization

• Applicants must be authorized to work in the United States

Benefits Available: Medical, Dental, Disability, Simple 401(k) plan with employer match, paid time-off, paid holidays

Learn more about us:www.beaconplanners.com

Beacon Financial Partners and Beacon Financial Advisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Description: Hybrid Work Enviroment. Beacon Financial Partners is seeking an enthusiastic Client Associate to support a financial advisor and our firm in a growing investment advisory practice. We are an independent firm with a positive and forward-looking company culture based on a commitment to delivering a high level of client service.

Beacon Advisors provide financial advice involving the following: investments, retirement planning, insurance, college savings and estate planning. If you are a team player with the ability to work independently and a strong desire to work in the financial services industry, please consider the opportunity described below.

Position Title: Wealth Management, Client Associate

Status: Full-time, benefits included (medical and dental, Simple 401k plan match, PTO)

Compensation: $45,000- $60,000, commensurate with experience

Location: Beachwood, Ohio (or hybrid remote/on location)

*

Responsibilities:

Client Service

• Respond to client inquiries and initiate proactive “touch points” with clients
• Prepare and assemble client meeting reports
• Assist and coordinate meeting follow-up tasks
• Mail Distribution and Receiving
• Correspondence Review
• Scanning, recording and Depositing of Client Checks

Administrative/Account processing

• New Account opening, onboarding new clients, assist with on-line access
• Track and process Required Minimum Distributions
• Account maintenance and processing such as adding bank links, TOD designations, beneficiary changes and responding to system alerts
• Annuity maintenance and processing such as adding systematic withdrawals
• Entering client trade requests once registered
• Data entry in client relationship management software and other firm systems

Marketing
Schedule and organize client appreciation events and seminars

• Design and implement social media marketing campaigns primarily focused on

LinkedIn to increase Team visibility and identify business prospects

• Innovative management – contribute creatively with new ideas that might help to grow the practice

Qualifications:

• Positive attitude with excellent communication skills and ability to interface professionally with clients and other Beacon Associates
• Minimum 2 years of experience in the financial services industry, Client Service experience preferred
• Ability to manage multiple projects and tasks and work independently
• High level of integrity and ethics
• Proficient math skills and effective organization
• Ability to work under deadlines, a drive for results and eye toward efficiency
• Strong computer skills: Word, Excel, Outlook, Microsoft Office and Social Media
• Basic Competency or understanding of Client Relationship Management

Software

• NetX 360 or VEO trading platform, Albridge, Docusign, Morningstar, eMoney, and Redtail knowledge is a plus

Education and Licensure:
College Degree preferred, High School Diploma required

• FINRA Series Seven license or willingness to obtain
• Ohio Life Insurance License a plus, but not required

*

Work Authorization

• Applicants must be authorized to work in the United States

Benefits Available: Medical, Dental, Disability, Simple 401(k) plan with employer match, paid time-off, paid holidays

*

Learn more about us:_ www.beaconplanners.comBeacon Financial Partners and Beacon Financial Advisory provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type based on race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws._

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Work from home

Compensation package:

• Bonus opportunities

Schedule:

• Monday to Friday

Application Question(s):

• What attracted you to this position?

Experience:

• client service: 3 years (Required)

License/Certification:

• FINRA 6 or FINRA 7 Registration (Preferred)

Work Location: Hybrid remote in Cleveland, OH 44122