Objectives and Responsibilities. Update financial planning software for all advisor meetings. Input notes and update CRM regularly. Call vendors to update financial information when necessary. Manage and attach statements and contracts to client accounts. Assist with client update reports and mailings. Assist team with projects. Pursue ongoing education to enhance financial knowledge. Experience and Competencies – For success in this role. 1-2 ye...
Objectives and Responsibilities. Call and close appointments with prospects by scheduling them on the Advisor’s calendar. Qualify prospects by collecting financial data for the advisor. Consistently follow-up with prospects. Keep CRM updated with prospect interaction. Work proactively to meet business goals. Track weekly and monthly progress, including the number of calls made, appointments set, and appointments kept with the advisor. Attend semi...
Objectives and Responsibilities. Build relationships with prospects and clients. Perform quality control surveys. Collect client experience testimonials. Gather referral opportunities to expand our reach in the community. Coordinate and follow up on each client referral. Receive incoming client service calls in a friendly manner. Input and update notes into CRM and data trackers. Maintain professional communication with clients and staff. Assist ...
Objectives and Responsibilities. Open new accounts assist with client signings. Schedule and confirm client appointments via call and text. Sit down clients for meetings with advisors. Complete audit calls for client account. Update CRM and financial trackers with account information, documents, notes etc. Provide, assist and review clients with all necessary and appropriate documentation. Complete allocations, rollovers, and transfers for AUM ac...
If you're seeking a role where you can truly impact people’s lives, Guerra Wealth Advisors is calling your name. The Wealth Management Associate is the liaison between clients and the advisor providing excellent individualized client service and developing long-term relationships with clients. This position has an uncapped commission structure ( salary) with plenty of opportunity for growth. And as a boutique firm, we offer the personalized atten...
