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Open nowPosted 506 days ago

Associate/Support Advisor

Workable (global search)19,973 open roles

Where
Wappingers Falls, NY, United States
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Your applicationOpen nowAssociate/Support AdvisorWorkable (global search) · Wappingers Falls, NY, United States

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Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 2 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 506 days ago

Workable (global search) median: 2 days open

The posting

The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.

This is a full-time, in-person position, and the selected candidate is expected to be on-site in the office in Wappinger Falls five days per week.

Essential Duties and Responsibilities

  • Supports Lead Advisor, including managing client needs regarding service, asset allocation, case design and financial planning
  • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation/notes
  • Consult with lead advisor on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
  • Manage data and plans in financial planning software
  • Learn the technical aspects of the advisor position and prepare to service clients independently
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone/video meetings
  • Clearly articulate complex concepts to clients
  • Proactively communicate with clients and follow up on all contacts assigned
  • Manage and prioritize multiple competing priorities daily in pursuit of business objectives
  • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
  • Commitment to culture requires a demonstration of professionalism, accountability, client focus, and teamwork
  • Other duties as assigned

Supervisory Responsibilities: None

Knowledge, Skills, and/or Abilities

  • Strong understanding of financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
  • Excellent communication skills, both verbally and in writing
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners, and product wholesalers
  • Experience with the following software is preferred
  • Redtail client CRM
  • MoneyGuide Pro/Elite
  • eMoney
  • Morningstar Advisor Workstation

Education and/or Experience

  • Bachelor’s degree in finance, accounting, or related field
  • The ideal candidate will have 3+ years of experience in the financial services industry, allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
  • Previous experience in the independent financial services culture preferred

Certificates, Licenses, Registration

  • Series 7 and 63 required
  • Series 65/66 preferred: (or ability to obtain)
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