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Financial Advisory Assistant

Employer
MFA Wealth Services
Location
Thousand Oaks, California
Salary
Salary based on qualifications and experience
Closing date
May 23, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
5 to 9 years
CFP® Certification
Preferred
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Job Details

Financial Advisor Assistant

MFA Wealth Services – Thousand Oaks, CA

MFA Wealth Services is an independent Investment Advisory firm and offering Broker/Dealer services through United Planners Financial Services of America.  Our office is located in Thousand Oaks.  

We are a medium sized RIA with a small staff.  We are looking for a full time investment advisory representative to provide additional capacity.  You will be part of a team that offers asset management services, financial modeling, retirement planning, tax strategies, and estate planning.

We seek a person who has focused on investment advisory as a career and to that end has earned or is in the process of earning a Certified Financial Planner® designation.  An existing book of business is not required.

Job Description: Provide support to the financial advisor in the areas of client service, client maintenance, financial modeling, operations, and becoming an integral part of the financial planning practice.

Responsibilities:  Provide support to the existing financial advisors with both client facing duties as well as operations support.

Requirements:  

Undergraduate degree or equivalent.
Series 7 License; Series 66 License
Certified Financial Planner® designation or significant process toward such designation;
Familiarity with working with financial software.
Strong written and verbal communication skills,
Strong client servicing skills
Ability to work independently as well as in a team.
Detail oriented with paperwork and organized with strong follow up skills.
Ability to manage multiple tasks simultaneously.

Nice-To-Have:  Experience with Fidelity Wealthscape, Morningstar Office, and/or Redtail CRM, Tax Knowledge

 

Company

MFA Wealth Services is a financial advisory firm dedicated to providing personalized confidential financial planning and investment management to its clients. MFA Wealth Services works with clients to define their financial objectives and to develop strategies for reaching those objectives, some of which may include: identifying financial problems, cash flow and budget management, real estate planning, investment management, retirement planning, tax planning, risk analysis and insurance planning, employee benefit analysis, education funding and charitable goals.
Find Us
Telephone
805-496-5474
Location
100 E. Thousand Oaks, #258
Thousand Oaks
CA
91360
US
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