Operations Specialist - Claire Myers Consulting

Our client is a dynamic, boutique wealth management firm with a mission to educate the community on all things financial and empower others to live their best lives. They design a personalized plan and help clients execute it by safely navigating their financial journey and having meaningful adventures. The firm provides comprehensive, fee-based financial planning, fee-based investment advisory solutions, education funding strategies, holistic wealth management, retirement planning, and risk management.

They are adding an Operations Associate to support the firm.

Responsibilities

• Serve as an Executive Assistant
• Support the operations team as well as the advisors in day-to-day tasks and organization
• Help with many aspects of the business as well as maintaining and elevating Company culture
• Collect and analyze personal financial statements from prospects and clients
• Read through company benefits packets and provide feedback and notes to advisors
• Become a specialist on benefits within our target markets, stay up to date on changes
• Build personal financial plans using Northwestern Mutual software
• Accurately input client information as provided by the advisors
• Anticipate which presentation tools will be valuable for each client
• Provide planning recommendations to increase likelihood of clients reaching their goals
• Create new planning tools and calculators
• Assist the planning director with projects
• Support the planning team by being a reliable, thoughtful and collaborative member
• Always be kind and courteous to every Client and Company team member
• Attend team events and volunteer days

Qualifications

• Life & Health Insurance License, Series 7 License (Prefered upon start or obtained within 1 year)
• 1-3 years of experience in financial services
• Degree in Finance, Statistics, or Accounting

Compensation

• $60,000 - $70,000 commensurate with experience plus $12,000-$15,000 bonus based on personal and team performance
• Benefits: Group Health/Vision/Dental coverage, PTO, 401(k), Long/Short Term Disability Insurance