Registered Client Service Associate at Jobot

Indianapolis, IN 46280

About the Job

Wealth Management Paraplanner - $$$ + Bonus

This Jobot Job is hosted by: Devin Camp
Are you a fit? Easy Apply now by clicking the "Quick Apply" button
and sending us your resume.
Salary: $55,000 - $65,000 per year

A bit about us:

We are hiring for a Registered Client Service Associate to join our wealth management firm. The ideal candidate will have a solid background in financial planning and investment advising, with a proven record of providing exceptional service to clients. The role requires a deep understanding of investment products and services, as well as the ability to develop strong relationships with clients, ensuring their financial objectives are met. This position is a fantastic opportunity for a motivated professional to work in a fast-paced environment, with a team committed to excellence in the financial services industry.

Why join us?

Competitive salary + bonus + referral incentive income
401k + match
Generous PTO
Professional development and continuing credit opportunities

Job Details

Responsibilities:

Assist in managing and tracking client portfolios, providing regular updates and reports to both the client and senior management.
Develop and maintain strong relationships with clients, understanding their financial goals and providing tailored advice and solutions.
Collaborate with the sales team to identify new business opportunities and strategies to increase client base.
Ensure compliance with all regulatory requirements relating to client service and financial planning.
Provide support to the financial advisors in the preparation and implementation of financial plans.
Handle client inquiries and resolve any issues promptly and professionally, ensuring high levels of client satisfaction.
Stay updated with the latest industry trends, products, and regulations.

Qualifications:

Minimum of 5 years' experience in a similar role, preferably in the financial services industry.
Interest in obtaining Series 65 of CFP designation.
Solid understanding of investment products and services.
Excellent client service skills, with the ability to build and maintain strong client relationships.
Strong analytical skills, with the ability to interpret financial data and market trends.
Excellent communication and interpersonal skills.
Proficient in using financial planning software and tools.
Strong ethical standards and integrity.
Ability to work in a fast-paced, team-oriented environment.
Bachelor's degree in Finance, Business Administration, or related field is preferred.

Interested in hearing more? Easy Apply now by clicking the "Quick Apply" button.