Mission:

To help all clients in every stage of their life to have confidence in their financial plan. We take pride in being in the center of our clients lives to help guide them on their financial journey whether it be personal, business or for future generations. We help bring all parts of the financial plan together to build a cohesive road map to achieve success. Our values include: integrity, honesty, work ethic, self-motivation, and positivity.

Job Duties:

• Create financial plans in PX, agendas, and recommendations
• Join lead advisor in client meetings and serve as a “chair 2”
• Aid in client meetings by making presentations, taking notes, completing dictation, and building client relationships
• Implement financial plans for clients (with guidance from lead advisor)
• Take the lead on routine client questions
• Serve as the primary conduit between the client and operations team
• Manage 401K and Simple IRA book of business
• Organize meeting material electronically and utilize technology for better efficiencies
• Gathering financial data in advance of review meetings
• Create and analyze Morningstar reports

Qualifications:

• Bachelor’s Degree Required
• 2-7 years Financial Service or Insurance experience required
• Life and Health, Series 6 & 63 licenses are required
• Series 7 license preferred
• Certified Financial Planner (CFP) designation preferred
• Understanding and execution of firm’s planning philosophy and planning process
• Ability to use firm planning philosophy to develop well thought out recommendations to meet client needs
• Service mindset for excellent client care and client rapport building
• Internal and external communication skills and organization that creates harmony with clients and team members
• Understanding and execution of firm’s planning philosophy and planning process
• Ability to use firm planning philosophy to develop well thought out recommendations to meet client needs
• Service mindset for excellent client care and client rapport building
• Internal and external communication skills and organization that creates harmony with clients and team members