Client Service / Planning Associate

Employer
McBroom and Associates
Location
Las Vegas, Nevada
Salary
55k-75k
Closing date
Feb 13, 2022

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Job Role
Customer / Client Support Specialist
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Preferred
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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 Prefered
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: mmcbroom@mcbroominv.com with your resume and cover letter

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

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