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Servicing Advisor

Employer
RFG Advisory
Location
Shreveport, Louisiana
Salary
$90,000 + Bonus
Closing date
May 10, 2024

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

RFG Advisory is seeking a quick start, high energy individual, that excels in a team environment for our partner in Shreveport, Louisiana. Learn more about the team at planinvestinspire.com

Come and experience the difference!! #PlanInvestInspire

Position Overview: As a Servicing Financial Advisor, you will play a crucial role in providing personalized financial guidance and support to our valued clients. We believe in building long-term relationships based on trust, transparency, and putting our clients' best interests first. If you have a passion for helping others achieve their financial goals and want to work for a company that prioritizes client care, this is the perfect opportunity for you.

 

We are seeking a highly motivated and detail-oriented individual to join our team as a Servicing Financial Advisor. The Servicing Advisor will work closely with senior advisors and assist them in providing comprehensive financial planning and investment advisory services to Tier 1 and Tier 2 clients. This is an excellent opportunity for someone who is passionate about finance, eager to learn about the financial markets, and wants to develop a successful career and reputation in financial advisory and wealth management.

 

This role does not require prospecting. The Servicing Advisor will manage the relationships for senior Advisors. Bonuses will be tied to retention and new assets of existing clients. 

 

Responsibilities:

  • Support Senior Financial Advisors: Assist senior advisors in gathering client data, conducting financial analyses, developing personalized financial plans, and preparing materials for client meetings.
  • Conduct Research: Conduct market research and analysis to identify investment opportunities, monitor market trends, and evaluate financial products and services.
  • Client Relationship Management: Build and maintain strong relationships with clients by providing excellent customer service, addressing their inquiries, and proactively identifying their financial needs, and recommending suitable investment strategies so clients achieve their financial goals.
  • Portfolio Management: Assist in managing client portfolios, including asset allocation, investment selection and performance, and regular portfolio reviews.
  • Financial Planning: Collaborate with senior advisors to create customized financial plans for clients, including education funding, retirement planning, tax strategies, estate planning, and risk management.
  • Stay Updated: Stay informed about industry trends, economic indicators, regulatory changes, and financial products/services to provide up-to-date and relevant advice to clients.
  • Compliance: Ensure compliance with relevant regulations and internal policies, including maintaining accurate, complete, and compliant records and documentation.
  • Continuous Learning: Engage in ongoing professional development to enhance knowledge of financial planning, investment strategies, and industry best practices. Pursue relevant certifications or licenses as required or recommended for career advancement.

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