Wealth Coordinator

Wealth Coordinator

Are you looking for an opportunity to utilize superior client service skills and work as a liaison between our Operations, Financial Planning Departments and New Business? This role plays a fundamental part in supporting our Advisors through the 5 meeting Consultative Process.

A financial firmlocated in St. Louis, MO area is seeking a full-time Wealth Coordinator. Candidate must exhibit strong time management skills, attention to detail, with a pleasant phone presence with excellent listening skills and the ability to build rapport with prospective clients. We’re looking for a professional and personable candidate that builds positive relationships easily.

Minimum Requirements:

• The desire to work long-term in the financial industry
• 1-2 years of office experience in a fast-paced environment
• Industry knowledge/experience preferred
• Experience with MS Office Suite and the ability to learn new software quickly

This position requires that you possess the following skills:

• Effective communication with clients, advisors and staff members
• Significant familiarity with financial markets with strong understanding of the firm’s investment philosophy
• Keeps an organized account of client needs and objectives
• Ability to prioritize and work in a deadline driven environment
• Effective and efficient time management
• Significant understanding of operational policies and procedures

Position Responsibilities:

• Prior to client meetings check files and confirm all documents are in folder for meeting
• Greet clients and engage in brief conversation while escorting them to the conference room
• Take detailed notes during meeting and update/add meeting actions in a timely manner
• Prepare Rollover Analysis for each new qualified account transition, determine client’s best interest and obtain Advisor approval
• When applicable prepare compliance forms during initial recommendation of insurance product
• Familiarize yourself with our Four Bucket Strategy for investment expectations
• Act as a liaison and first point of contact between different departments to ensure a seamless transition to Wheelhouse
• Resolve and handle client concerns and issues within 1-2 business days
• Document CRM system with notes and client communication
• Proactively identify and resolve prospective client pain points while delivering exceptional customer service

Salary:

• $60,000

Benefits:

• Health Insurance
• PTO
• Simple IRA
• Discretionary Bonus

Hours:

• 8am-4pm M-F (On-site)

Presented by Advisor Employee Services Thank you for your interest in the Marketing Coordinator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!