What are the responsibilities and job description for the Advisor Associate position at Advisory Alpha?
Position Summary
The Advisor Associate will be an integral part of our Advisor Care team that focuses on financial planning and administrative support specifically for our advisor partners.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
- Prepare Advanced Planning cases by managing information collection and data entry for prospective clients, reviewing client statements, identifying relevant planning details, and inputting and evaluating data for taxable account integrations.
- Partner with Advisor Consultants to prepare comprehensive planning materials for final review and advisor presentation.
- Complete Advanced Planning quality assurance processes, including monthly and quarterly reviews of data and proprietary reporting materials to ensure accuracy and completeness.
- Review the comprehensiveness and accuracy of data entered into the firm’s investment research and analytics platform by third-party vendors.
- Craft preliminary proposal recommendations for prospective clients using Advisory Alpha’s proprietary analysis systems.
- Provide operational and compliance support to Advisor Consultants as needed.
- Assist with answering the main phone line and respond to general advisor calls alongside Advisor Consultants.
- Support various other areas of the business as needed.
Minimum Qualifications (Knowledge, Skills, and Abilities)
- Bachelor’s Degree with an emphasis on financial planning, finance, marketing, or economics (not required, but may allow for additional opportunities in the future)
- 1-2 years of experience in the financial services industry is preferred, but not required
- Willingness to obtain Series 65 license within 3 months of hire
- Attention to detail and accuracy while balancing multiple tasks and projects
- Microsoft Excel experience preferred
- Familiar with general technology and software applications (Microsoft Office products, general computer navigation, etc.)
- Personable, Positive Attitude, Patient
- Self-Motivated, Diligent, Hard Working, Accountable
- Desire to be part of a very flexible, team-oriented environment and contribute to the aggressive growth of a small business
Pay: $20.00 - $22.00 per hour
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Tuition reimbursement
- Vision insurance
Work Location: In person
Salary : $20 - $22