Organization/Business Overview:
The Support Advisor works as a part of the advisory team at Five Star Financial to observe meetings run by more senior advisors for training, implement strategies recommended in client meetings, and assist with client and prospect needs as assigned. The goal is to build their knowledge base while refining their role on the team. This position provides support to our existing client base. It provides technical support for the Lead Advisor and/or Service Advisor. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. May participate in client meetings, but not in an advice capacity. Has no decision-making authority on client matters.
Responsibilities

• Enter client information into various systems
• Prepare and update financial plans and presentation material for client meetings
• Enter information into financial planning software and prepare draft financial plans
• Deepen existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
• Research and respond to client inquiries
• Finalize, submit, and track all client account and application paperwork
• Gather and maintain customer suitability information
• Maintain existing client relationships through processing of client requests, resolving client questions, and making sure client information and documentation are up to date
• Assists Financial Advisors in the preparation and follow up for client meetings
• Updates and maintains client information in several planning tools, including Salesforce, MoneyGuide Pro, Morningstar, and others
• Completes electronic and paper service forms and new business applications
• May fill out and sign Variable Life/Variable Annuity/Mutual Fund/Brokerage applications
• May accept and/or enter trade orders from clients, including unsolicited trade orders
• May sit second chair in meetings to take notes
• May handle all post meeting tasks
• Other responsibilities as assigned by the Lead Advisor

Qualifications

• Previous financial services experience desired
• Securities (7/66, or 7/63 & 65) and Life, Health, and Annuities registration required
• Demonstrated customer service orientation/experience, 3 years preferred
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce) or ability to learn
• Ability to handle multiple tasks and maintain a high quality of work while experiencing frequent interruptions
• Ability to maintain integrity of sensitive/confidential information

Career Progression
May remain in position for the length of their career or become Service Advisor and/or Lead Advisor.
Compensation
Compensation varies significantly based on the strategy of the practice, the compensation philosophy of the practice, the specific qualifications and experience of the individual, the location of the practice and many other factors.
Industry Title
Support Advisor
Salary
$40,000 - $50,000
Commissions
Variable
Reports to: Ray Weiss
Location: Brenham, TX
Role: Full-Time
Hours: M-F
As part of the sponsoring financial advisor recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.
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