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Financial Support Advisor

Employer
Versant Capital Management, Inc.
Location
Phoenix, Arizona
Salary
Pay/benefits are competitive and are based on industry standards and experience.
Closing date
Feb 7, 2021

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Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Pursuing

Job Details

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

Company

Versant Capital Management was founded with a clear objective: to provide rigorous, comprehensive financial advice and management to people through a thoughtful understanding of their personal situations. A Phoenix-based, independent registered investment advisory (RIA) and wealth management firm with $900+ million in AUM, Versant helps individuals and families achieve financial success and make it last. We have the professional qualifications and credentials to demonstrate responsibility and provide rational advice, and the courage to raise critical issues, even if it’s not in the firm’s best interest. We carry out decisions free from the pressure of product bias. As an independent firm, we do not sell or promote any investment product; we rely on skilled professionals to deliver research-driven strategies customized to meet each client’s unique goals. This mindset brings together the best of financial planning and the best of investment management. Being an independent doesn’t mean “alone.” We invest with some of the most prominent institutional investment managers- including Charles Schwab, Vanguard, Dimensional Fund Advisors, and Stone Ridge - giving our clients access to the best investment management and services available today. At the center of our approach and our client’s success is Versant’s staff, a team of interdisciplinary financial experts, including CFPs, CFAs, CPAs, MBAs, and even masters of psychology and art. Our team delivers highly customized financial advice and strategies based on each client’s specific needs and goals. We help people use wealth to empower a life well-lived. Over the last decade and a half, we’ve steadily helped build our clients’ legacies, and today Versant is promoting a new generation of leadership. Our principles remain deeply rooted in serving families, a disciplined investment approach, an entrepreneurial spirit, the freedom to excel, joy in work well done, and giving back to our community.

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