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Client Service / Planning Associate

Employer
McBroom and Associates
Location
Las Vegas, Nevada
Salary
Salary commensurate with experience
Closing date
Apr 1, 2022

View more

Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Not necessary
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Mcbroom and Associates

Is a boutique financial advisory and investment management company. Servicing a select group of multi generational family offices, high net worth clients and foundations with a white glove level services. 

Client Services Associate - Financial Planner

This is a full time / in office financial services representative position where you will be assisting in back office operations and meetings with prospective clients.

Duties

  • Assist Senior Advisor in investment research and due diligence
  • Coordinate client meetings and planning
  • Strong abilities with scheduling and travel coordination
  • Open, transfer and manage client accounts
  • Generate and process documents 
  • Cultivating strong personal relationships with existing clients with exceptional service
  • Concierge like service to clientele 

Key Technologies and Skills Preferred

  • 3+ years of financial services experience
  • Comprehensive understanding of investment advisory business
  • Bachelor's Degree in Business / Economics / Accounting or related field
  • CFP (Certified Financial Planner) Designation preferred but not required
  • Series 7 or 65 Preferred
  • Knowledge of investment compliance and procedures
  • Strong / polished communication and technical skills (Excel, CRM, etc)
  • Financial Reporting software experience: Blackdiamond, Advent or Orion
  • Familiar with ycharts or factset and financial planning software
  • Strong Sense of urgency, initiative and ability to multi-task
  • Detail-oriented, accurate, organized and able to set priorities in managing projects
  • Desire to work as a true financial fiduciary for a values-based planning firm that puts client interests above all else


Compensation

  • Starting 55k-75k Salary dependent on experience
  • Firm level bonus potential based on performance
  • Excellent work life balance
  • Benefits:
  • 401(k)
  • 401(k) matching
  • Health insurance possibility
  • Paid time off
  • Educational reimbursement possibilities 

Please contact: martin@mcbroominv.com with your resume and cover letter

Please also provide 3 references, All candidates will require legal background checks
 

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