What are the responsibilities and job description for the Financial Associate position at Dunleavy Wealth Management?
Opportunity:
We are looking for driven professionals with a passion for finance and helping others to join our firm in Southfield, Michigan as a Financial Associate.
Objective:
The Financial Associate will be responsible for assisting experienced advisors at our firm as they meet with potential clients, set up their financial plan, implement strategies, and provide ongoing account reviews. They may work within assigned target markets to schedule initial consultations with qualified prospects.
Primary Responsibilities:
- Attend prospect and client meetings and take detailed notes
- Update Client records after meetings
- Work with Advisors to assist in creating financial plans
- Work with Advisors to gather information for required paperwork
- Assist with new account and service paperwork as needed
- Prospect within assigned target market through social media, email and phoning
Skills/Experience:
- Basic understanding of financial products, including insurance and investments
- Must have excellent organizational skills, attention to detail, and the ability to prioritize
- Dedicated to customer service
- Proficiency in Microsoft Word, Excel and Outlook
- Ability to learn other software programs
- Ability to work independently and as part of a team
- Must manage multiple tasks and meet required deadlines
- Experience in the financial services industry preferred
- Experience with Client Relationship Management software preferred
Pay:
- $40k - $45k, based on experience
Salary : $40,000 - $45,000