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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