What are the responsibilities and job description for the Advisor Planning Support position at Premier Financial Partners?
The purpose of this role is to provide superior client service and to assist advisors with investment and financial planning reports and preparation. This person must be committed to gaining a broad base of knowledge across all client-related functions of the business, including investments, insurance, retirement analysis, taxation, and financial planning. This person is comfortable interacting with clients and advisors, with an emphasis on accurately and promptly addressing client needs.
About the Role:
The ideal candidate is an individual who:
- Is detail-oriented.
- Is reliable.
- Seeks intellectual challenges.
- Has a strong work ethic.
- Aspires to transition into a leadership role within a successful wealth management team.
Responsibilities:
- Manage the team's Planning platforms
- Support the advisor's case management and preparation activities
- Implement proactive ideas for team processes and procedures
- Support Client development and ongoing service
Qualifications:
- Bachelor's Degree or working toward
- 3 years of financial work experience
Required Skills:
- Excellent written and verbal communication skills
- Works well in a team environment
- Knowledge of the financial services industry and good with numbers
- Professional appearance and demeanor
- Energetic, eager to learn, willing to grow
- Self-motivated with the ability to work well independently and under direction
Your Job Location, St. Louis, MO – Creve Coeur Area
Additional perks:
- Company Summits/retreats to promote teamwork and professional growth.
- Flexible hours and work schedule
Equal Opportunity Statement
We are committed to diversity and inclusivity.
Salary : $54,000 - $65,000