Associate Advisor – Account Manager

This is a fully remote position, open to applicants in Michigan.

📋 Description

• Address and anticipate client requirements on a daily basis, delivering swift, exceptional service.

• Play a crucial role in onboarding new clients, assisting Financial Advisors, Wealth Managers, Accountants, and Attorneys.

• Skillfully organize and manage intricate calendars.

• Assist in preparing and executing essential financial planning documents with zero errors.

• Review and compile comprehensive account assessments.

• Accurately log all client communications in the CRM system with meticulous detail.

• Actively contribute to the development and maintenance of a strong client referral network.

• Participate in high-profile client events.

⛳️ Requirements

• Bachelor’s Degree strongly preferred.

• Life and Health License preferred.

• Over 2 years of experience in the financial sector is a significant advantage.

• Ability to communicate effectively with clients, advisors, and staff.

• Substantial knowledge of financial markets and a clear understanding of the advisory process.

• Capability to maintain an organized and proactive outlook on client needs and objectives.

• Thrives in high-pressure, deadline-driven environments.

• Mastery of effective and efficient time management.

• Proficient in CRM systems.

🏝️ Benefits

• Comprehensive Health Insurance.

• 401k plan.

• Generous Paid Time Off (PTO).