Contact Us 877.823.3669

Assistant Financial Advisor in Hartford, CT at Staffing Now

Date Posted: 3/21/2018

Job Snapshot

Job Description


Responsibilities

  • Point of service for client requests
  • Maintenance of detailed client notes and files
  • Preparation of new account forms, insurance applications, and service forms
  • Execution and reconciliation of trades
  • Preparation support for client review meetings
  • Research and trouble-shooting of client issues
  • Preparation of PowerPoint presentations, Excel worksheets, and Word document.



Qualifications

  • Experience in an investment, financial planning, or wealth management firm
  • LPL Financial experience a plus
  • Intermediate to advanced mastery of Microsoft Word, Excel and PowerPoint
  • Experienced user of CRM programs (Redtail a plus)
  • Warm and professional demeanor
  • Attention to detail, organizational skills and ability to solve problem.
  • The ideal candidate will thrive in an environment where efficiency, detail-orientation, and superior client service are the norm.