Financial Intake Specialist jobs in Montpelier, VT

Guided Wealth Advisors, Private Wealth Advisory Practice of Ameriprise Financial, is seeking a highly motivated and licensed Financial Planning Specialist to join our dynamic team. This individual will play a crucial role in supporting our client service and financial planning efforts. The ideal candidate possesses the necessary licenses (Series 7, Series 66, and Life & Health) and is eager to grow with our practice, eventually transitioning into a Financial Advisor role.

Key Responsibilities:

• Client Meetings: Attend client meetings, actively listen, and take detailed notes on client discussions, concerns, and goals.
• CRM Utilization: Effectively use our Client Relationship Management (CRM) system to document client interactions, maintain up-to-date client records, and track the progress of financial plans.
• Financial Planning Assistance: Collaborate with the advisory team to assist in the development and refinement of financial plans, providing input and recommendations based on client needs and objectives.
• Investment Research: Support the team in conducting investment research, staying on top of market trends, and identifying potential opportunities for clients.
• Trade Execution: Execute trades and transactions in accordance with client instructions and firm policies.
• Client Service: Provide top-level client service by promptly responding to client inquiries, resolving issues, and ensuring a positive client experience.

Qualifications:

• Must hold or willing to obtain within six months the Series 7, Series 66, and Life & Health licenses.
• Previous experience in a similar financial planning role is preferred.
• Excellent communication and interpersonal skills.
• Strong organizational and time-management abilities.
• Proficient in using CRM systems and other financial planning tools.

Compensation and Benefits:

• $58,000-$65,000 per year, commensurate with experience.
•  Competitive benefits packing include PTO and paid holidays.

Career Growth:

This position offers the opportunity for career growth within our practice. The successful candidate will have the chance to transition into a Financial Advisor role, taking on additional responsibilities and contributing to the long-term success of our clients and the practice.

If you are a dedicated and licensed financial professional looking to make a significant impact in a growing private wealth advisory practice, we invite you to apply. Please submit your resume and cover letter when applying.

Guided Wealth Advisors is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences.