Associate Financial Advisor Job at Riverview Wealth Strategies
Riverview Wealth Strategies Spokane, WA 99201
Riverview Wealth Strategies is a team of Financial Advisors and administrative staff located in Downtown Spokane. We provide a holistic and collaborative approach in managing our client's financial situation. The ideal Associate Financial Advisor candidate will provide client facing and administrative support to general office operations and special assignments.
Summary of Role:
The ideal Associate Financial Advisor will work closely with and support firm partners by engaging in business development, daily client interactions and help with administrative tasks.
Responsibilities:
· Client onboarding
· Participating in or conducting client meetings
· Act as key contact for client transaction requests
· Support partners with client meeting preparation and ongoing engagement
· Document client interactions and ensure accurate completion of tasks
· Execute client relationship service model
· Support administrative staff as needed
· Develop financial plans
· Review portfolio performance with clients
· Assist in research and or portfolio composition.
Minimum Qualifications:
· Collaborative, team-oriented mindset in achieving collective goals
· Bachelor’s degree
· Ability and willingness to pass SIE, series 7 and 66 license designations
· Exceptional written and verbal communication skills
· Experience with Microsoft office applications
· High level of skill managing multiple tasks simultaneously and triaging of tasks
· Strong problem solving skills, attention to detail and resourcefulness
Preferred Qualifications
· Series 7 and 66 license (or equivalent)
· CFP® Designation
· Experience with CRM and financial planning software
Benefits:
· Competitive paid time off policy
· Employer subsidized health, dental and vision
· 401k Match and discretionary profit sharing plan
Job Type: Full-time
Pay: $60,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Retirement plan
- Vision insurance
Physical setting:
- Office
Schedule:
- 10 hour shift
- 8 hour shift
- Day shift
- Monday to Friday
Supplemental pay types:
- Bonus pay
- Commission pay
Ability to commute/relocate:
- Spokane, WA 99201: Reliably commute or planning to relocate before starting work (Required)
Education:
- Bachelor's (Required)
Experience:
- Financial concepts: 1 year (Preferred)
Work Location: In person
Please Note :
www.bankofmontserrat.ms is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, www.bankofmontserrat.ms provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.