What are the responsibilities and job description for the Registered Client Associate position at Excelsior Advisor Network?
Company Description
At our firm, we transform the pressures of modern family life into exhilarating victories. By understanding and overcoming challenges such as mounting debts, college dreams, and retirement goals, we help families thrive. Our innovative resources and trailblazing mindset allow us to rethink the ordinary and craft unique wealth-building strategies. We are dedicated to your success, focusing on your triumphs and peace of mind.
Role Description
This is a full-time on-site role for a Registered Client Associate located in Bettendorf or Davenport, IA. The Registered Client Associate will be responsible for managing client services, providing financial insights, supporting sales efforts, and maintaining strong communication with clients. The role requires a blend of analytical skills and the ability to provide exceptional client support, ensuring the delivery of bespoke financial strategies and continued client satisfaction.
Qualifications
- Exceptional Client Services and Communication skills
- Knowledge of the Fidelity platform a plus
- Strong Analytical Skills and Finance knowledge
- Experience in Sales and ability to support sales efforts
- Ability to work on-site in the Quad Cities
- Bachelor's degree in Finance, Business, or related field is a plus
- FINRA Series 7 and Series 66 licenses preferred
- Proficiency in financial software and tools
- Some remote work can be discussed