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Advisor Support Specialist

Employer
Townsend Financial Planning, LLC
Location
Mount Sterling, Kentucky
Salary
$33,619/yr - $43,580/yr + bonus potential + benefits
Closing date
Feb 13, 2022

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
Experience Level
1-4 years
CFP® Certification
Not necessary
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Job Details

To Apply: Submit your resume including references AND a cover letter describing how you believe you fit the role of Advisor Support Specialist at Townsend Financial Planning, LLC to Nick Bailey at nick@townsendplanning.com by noon on Tuesday, February 15, 2022. We look forward to hearing from you.

Who We Are:

We are a growing Registered Investment Advisory firm headquartered in Mt. Sterling, Kentucky specializing in financial planning and investment management. We manage more than $90 million of our clients’ money, assisting them in their goals, such as retirement savings, education funding, providing income throughout retirement, and leaving a legacy.

Our clients greatly value the service we provide to them, and describe us as friendly, always willing to listen and help, service-oriented, and trustworthy. Our team members describe our culture as a close-knit, family-like environment with an emphasis on maintaining a healthy work-life balance.

Our Vision is: With planning comes peace.

Our Mission is:

  • Fostering trust through personal relationships

We listen. We know who our clients are and what is important to them.

  • Delivering expert advice

We are dedicated to continuing our education. We are committed to protecting our clients and acting in their best interests. We are a fiduciary.

  • Inspiring confidence

We walk with our clients while holding their hands. We help them make sound financial decisions.

  • Providing exceptional service

We have a team that genuinely cares about each other and the clients we serve. We pay attention to details. We are knowledgeable, friendly, and always ready to help. This is not just a job to us; it is our mission.

 

Our Core Values are:

Family First and Work/Life Balance – Recognizing that our families are the most important thing to us no matter what. Placing value on time both inside and outside the office to maintain a healthy balance of time management. Focusing on burnout prevention and stress management. Promoting general well-being.

Positive and Encouraging – Being positive means training your brain to think and respond to situations calmly and optimistically, looking for solutions, expecting good results/success, and focusing on making life happier. Being positive does not mean ignoring difficulties or bad experiences. It means acknowledging them, learning from them, and using the knowledge gained to improve. To be encouraging is to help make those around you more determined, hopeful, and/or confident.

Integrity – Being gracious, respectful, honest, trustworthy, responsible, helpful, patient, and hardworking.

Commitment to Service – Dedicating yourself (time, energy, and talents) in service to our company, our team, our clients, and our community.

Genuine – Actively listening. Being sincere, straightforward, honest, natural, and authentic.

 

**If your values are in alignment with ours AND you meet the following experience and skill requirements, we invite you to consider applying for the Advisor Support Specialist position.**

 

Experience and Skill Requirements:

2+ years of related experience preferred and has completed or is pursuing a bachelor’s degree in a related field (accounting, finance, business management, etc.) or experience equivalent (including military service). Adaptable, accountable, and proactive; excellent communication skills (in-person, written, and via telephone); proficient in Microsoft Office programs (especially Excel, Word, and Outlook) and other Windows-based applications; AND you must value building relationships.

 

Role Mission and Expected Outcomes:

The mission of this role is to primarily serve financial advisors and secondarily our clients. Some of the duties would include assisting in the monitoring and trade implementation for client accounts, gathering data for financial plans, data entry in financial planning software, preparing client deliverables, facilitating the transfer of assets, creating reports within current software systems to inform financial planning, implementing recommendations for clients, and effectively communicating with clients (both verbally and written). To be deemed successful, some of the Advisor Support Specialist’s expected outcomes are increasing the advisors’ ability to serve new and existing clients and becoming Series 65 licensed within nine months.

 

Company Benefits:

This is a salaried position with an opportunity for discretionary bonus income. We offer a company retirement plan with an employer match of up to 3%, short-term and long-term disability insurance, life insurance, paid vacation and sick time, holiday pay, and paid bereavement and jury duty.

Company

Who We Are: We are a growing Registered Investment Advisory firm headquartered in Mt. Sterling, Kentucky
specializing in financial planning and investment management. We manage more than $90 million of our clients’
money, assisting them in their goals, such as retirement savings, education funding, providing income throughout
retirement, and leaving a legacy.


Our clients greatly value the service we provide to them, and describe us as friendly, always willing to listen and help,
service-oriented, and trustworthy. Our team members describe our culture as a close-knit, family-like environment with
an emphasis on maintaining a healthy work-life balance.

Find Us
Website
Telephone
8594982020
Location
36 East Main Street
Mount Sterling
Kentucky
40353
United States
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