Financial Support Advisor

Location
Phoenix, Arizona
Salary
Pay/benefits are competitive and are based on industry standards and experience.
Posted
Jan 08, 2021
Closes
Feb 07, 2021
Ref
Financial Support Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing

The Financial Support Advisor is a mid-level (3-5 years’ experience) client relationship management position that provides technical support for the Senior Wealth Counselor and/or Wealth Counselor. Responsibilities include data gathering, modeling, case design, scenario building, plan development, and presentation development. 

The Financial Support Advisor​ is responsible for preparing client reports and maintaining contact with clients to provide or obtain updated information, schedule meetings with preferred staff, and troubleshoot problems. The position may participate in client meetings but not always in an advice or decision-making capacity. The position may also be the primary contact on small client relationships.

The Financial Support Advisor can expect to focus in the following areas:

  • Communicate with clients and their outside advisors, verbally and in writing
  • Deliver superior client service—troubleshoot problems, schedule and organize meetings; serve as liaison between Advisor and client as needed
  • Manage client information—prepare client reports, submit and follow up on necessary paperwork, regularly update Junxure and Mind Maps
  • Gather, organize, input and synthesize client data within a financial planning context
  • Prepare client financial plans and presentations for review by supervisors
  • Prepare other client deliverables for review by supervisors, i.e. Net Worth Statements, Cash Flow Schedules, Rebalancing Schedules, etc
  • Prepare capital sufficiency analysis scenarios
  • Review performance reports, including tracking and reconciling of account history
  • Attend client meetings in a technical, supporting and meaningful role
  • Provide ongoing, actionable intellectual contributions to work processes and intellectual capital base, focusing on one or two areas of expertise
  • Maximize productive use of one or more technology platforms involved in executing other duties and responsibilities

Qualifications

  • CFP, CPA, or CFA designation or enrolled in the candidacy of 
  • Series 65 or 66 Examination
  • Proficiency with Junxure, Black Diamond, RedBlack, Word, Excel, PowerPoint and Outlook
  • Detail-oriented, accurate, organized, able to set priorities
  • Strong written and verbal communication skills
  • Self-starter, takes initiative
  • Team player, collaborative, able to work with and through others
  • Desire/ability to work successfully in a small company environment

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