Job Title: Financial Services Associate/Paraplanner
Job Type: Full-Time, 40 hrs/week – M-F
Job Environment: Financial office
Dress Code: Professional
At Embassy Wealth Advisors, we help guide clients towards confidence and purpose in their finances through planning, guidance, and investments. If you enjoy researching the financial industry, analyzing data, and communicating with clients, this job may be for you. We are looking for a Financial Services Associate who shares our biblical values and is excited to help clients through data-driven plans; support the lead advisors; and grow with Embassy.
Main Duties and Responsibilities:
- Prepare meeting notes and distribute post-meeting follow up for advisors on client meeting tasks, paperwork, and trades.
- Research questions, call, and communicate with clients as necessary; review and update client information as needed for client review meetings.
- Develop, analyze, and improve reports that drive client data-based efficiencies and practical presentations for meetings.
- Utilize CRM, M365, Ameriprise Brokerage Platform, and other integrations to effectively serve clients’ needs and fulfill financial planning requirements.
- Participate in special projects for the advisor team.
- Manage multiple projects, deadlines, and client requests for the benefit of helping clients and remaining compliant with financial requirements.
Education/Experience:
- Successful completion of the SIE Exam is required.
- 2 years of experience in a financial setting is desired.
- Successful completion of the Series 7 and Series 66 exams are required – must obtain if these have not already been obtained.
- College degree is desired.
- State life, accident, and health insurance licenses desired; if not obtained already, must be willing to obtain.
- 3-4 years of experience in CRM, finance, tech support, or a related field is desired.
- APMA Certification is desired.
Essential Skills and Attributes:
- Culture fit – demonstrate integrity, wisdom, and work ethic that reflects alignment with company mission of being a godly ambassador in the financial industry.
- Highly organized and flexible – demonstrate ability to capitalize on deliverable actions in an environment of consistent change of schedules, ideas, and systems.
- Computer-savvy – able to accurately utilize CRM, M365, and Ameriprise integrations.
- Quick learner – able to problem-solve and notice areas to grow efficiencies.
- Balanced – logical and empathetic; able to build relationships while understanding business needs.
- Solution-oriented – able to multitask and manage time efficiently to serve clients well.
- Confident and humble – able to work with high-driver personalities in a collaborative fashion to deliver excellent results for clients.
*The Financial Services Associate builds into a Paraplanner role once the person is fully licensed. If hired as a fully licensed individual, the new hire would start as a Paraplanner. This role can build into an Associate Financial Advisor, depending on the individual’s understanding of the industry; personality; needs of the office; and alignment with company values.
- Career Field : Financial Advising
- Contact Name : Vickie Coyle
- Company Name : Embassy Wealth Advisors
- Hours : Full-Time
