Our established and fast-growing financial services company is looking for the right person to join our talented team. Are you looking for the benefits of a large company, but want to work in a close-knit smaller organization? Do you want become part of a firm that changes the lives of their clients every day? This is the place!
You: motivated, detail-driven, looking to grow and create a career path with great upside opportunity.
Us: High energy in an upbeat culture, a strong focus on education, mentoring, and excellence. A culture that really works!
Responsibilities:
- Prepare and help financial advisors in client meetings
- Submitting and tracking new business to various vendors, money managers and insurance companies
- Create financial plans, debt plans, insurance analysis and moreCreate investment proposals based on our investment philosophy
- Analyze client’s holdings to provide investment gap reports
- Rebalancing and trading client accounts
- Design investment proposals using our tax advantaged approach
- Coordinating the onboarding of new investment accounts and transfers
- Coordinating all the aspects of the client’s investment accounts
- Preparing documents for client meetings including pre-filling paperwork
- Prepping financial advisors on investment components for client meetings
- Communicating with the Client Service Managers (CSMs) on investment components of the clients they manage
- Managing performance reports
What we are looking for:
- Team player who can help effectively manage projects concurrently
- Great communication skills
- Experience with Microsoft Office (Word, Excel, and PowerPoint)
- Experience with Customer Relationship Management (CRM) databases
- On-the-fly problem solving
- A passion for education, excellence and ethics
- Knowledge of personal finance and financial planning
- 4 Year College degree, with a B average or better
- Experience in Financial Services or business / finance degree a plus
- Securities and insurance licenses are not required but would be a big advantage. They will be needed for future career growth.
Our Benefits Package
· A generous health insurance plan (dental and vision plans available too)
· PTO of 3 weeks per year
· A 401k and Roth 401k retirement plan
· Complimentary financial plan
· Paid Continuing Education and Licensing
· Bonuses throughout the year based on performance and team spirit
· A huge opportunity for growth
Job Type: Full-time
Pay: $45,000.00 - $48,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Health savings account
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Experience level:
Schedule:
Education:
Experience:
- Microsoft Office: 1 year (Preferred)
- Customer Service: 1 year (Preferred)
Work Location: Hybrid remote in Chanhassen, MN 55317