Client Service / Planning Associate

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