What are the responsibilities and job description for the Associate Investment Advisor position at LaBrunerie Financial?
LaBrunerie Financial - Associate Advisor
Location: Columbia, MO
About Us:
With over 55 years of service, LaBrunerie Financial is a trusted and respected financial advisory firm in Columbia, MO. Our commitment to delivering unbiased, personalized financial guidance has helped generations of clients achieve their financial goals. We are now seeking a driven and client-focused Associate Advisor to join our collaborative and dynamic team.
Why LaBrunerie Financial?
- Growth & Development: Join a firm that invests in your professional growth. We offer clear pathways for advancement and support ongoing education and credentialing.
- Collaborative Culture: Work in a team environment where knowledge-sharing, mentorship, and a commitment to excellence are at the forefront.
- Client Impact: Be part of a mission-driven organization where your work directly contributes to the financial well-being of our clients.
Role Overview:
As an Associate Advisor, you will play a vital support role to our Lead Advisors, ensuring seamless client experiences and contributing to client retention. You’ll bring your expertise in financial services to help clients navigate their financial journeys, while also developing your own skills for future leadership opportunities within our firm.
Key Responsibilities:
- Partner with Lead Advisors to manage client relationships, ensuring high retention rates.
- Prepare for and lead ongoing client review meetings, offering insights and recommendations.
- Maintain and organize client data, ensuring accuracy and compliance.
- Contribute to the development of client proposals, presentations, and our resource library.
- Participate in client acquisition activities and support the conversion of prospects to clients.
- Engage in regular team meetings and contribute to annual business planning sessions.
What We’re Looking For:
- Expertise: Minimum of 5-7 years in financial services, with experience in advice and relationship management.
- Credentials: Series 7, 63, 66, and Life and Health Insurance licenses preferred.
- Skills: Strong relationship management, analytical, and communication skills. Proficiency in Microsoft Office applications is essential.
- Attributes: Organized, detail-oriented, and committed to client success. You are a proactive problem-solver who thrives in both independent and team settings.
Education & Experience:
- Undergraduate degree in finance, business, or a related field, or equivalent work experience in financial services.
- Demonstrated experience in leading client meetings and managing client relationships.
Benefits:
- 401(k) with matching and profit-sharing
- Health Insurance
- Dental and Vision
- Employee discount on investment management
- Paid time off, sick leave, and holiday pay
- Comprehensive retirement plan/Cash Balance
- Support for ongoing education and credentialing