Financial Advisor Assistant

Job Overview

Financial Advisor Assistant

WHAT WE ARE LOOKING FOR:

Clarke Financial Management (CFM) is a wealth management firm that manages over $200 million of investment assets for predominately high net worth individuals. Over the last 8 years we have experienced tremendous growth to the tune of 31.66% year-over-year increase in revenue. CFM is hiring a Financial Advisor Assistant to join our office in Virginia Beach, VA. As a Financial Advisor Assistant, you will collaborate with other members in our Concierge Department to provide white glove service. The Financial Advisor Assistant will join a team of dynamic, collaborative, and client-focused wealth management professionals who take pride in delivering massive value to the families we serve. Essential duties for the Financial Advisor Assistant will include, but are not limited, to:

• First point of contact for clients and prospects when they call the office.
• Answer phone calls in a professional manner.
• Prepare and review investment account applications.
• Prepare meeting agendas-coordinate with all departments.
• Responsible for updating/confirming client segmentation.
• Schedule and confirm client meetings.
• Triage all calls to the correct department/manage all service requests for clients.
• Consistently and accurately communicate with clients via email, phone calls, and global relay texts.
• Update and maintain information for vendors, strategic partners, and clients in our CRM.
• Provide online access for client investment accounts.
• Identify opportunities during client interactions.
• Facilitate rollover and transfer calls with clients.
• Conduct service meetings, i.e., DocuSign walkthrough, signing forms, etc.
• Manage RMD client distributions.
• Facilitate statement review calls.
• Accurately communicate CFM's value proposition.

Qualifications/Experience:

• At least 5 years of experience in the wealth management industry.
• 4-year undergraduate degree required; preferably in Finance or Accounting or a related major.
• FINRA Series 6 and 65 licenses preferred or related licenses (i.e. series 7,63,66).
• Exceptional communication and interpersonal skills to foster strong client and team relationships.
• Strong computer skills, especially in Excel and/or programming skills is a plus.
• Possess a high degree of accuracy and attention to detail.
• Ability to manage and process account applications efficiently and accurately.
• Warm, friendly personality with the ability to connect with people.
• Strong Client Services and Customer Service skills to ensure excellent support and relationship management.
• Willing attitude: “no job is beneath me,” not a clock watcher.
• Ability to organize and present data.
• Independent, autonomous with a “get it done” mindset.
• Proficiency in Analytical Skills to evaluate client feedback and improve service delivery.

WHAT WE OFFER:

• CFM offers a highly competitive salary and a suite of holistic benefits designed to help our team members balance their personal and professional life commitments.
• Compensation: Base Salary is commensurate with experience ranging from $50,000-$75,000 with incentive compensation.
• Professional Development: 3 Year CFM Training Program, Designation Reimbursement, etc.
• Benefits: Medical(75% Employer Paid), Dental, Vision, Retirement Plan (401K), PTO, etc.

Pay: $50,000.00 - $75,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Professional development assistance
• Retirement plan
• Vision insurance

Application Question(s):

• How many years of experience do you have in the financial services industry?

Education:

• Bachelor's (Preferred)

Work Location: In person