financial advisor support

Hightower Advisors

Your Future Team
<br>Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management.
<br><br>
<b>Characteristics you will need for this role:</b><br>
<ul>
<li>Adaptable. You are comfortable working in a fast-paced environment and can adapt to change.</li>
<li>Agile. You maintain composure and remain positive under pressure even in complex situations.</li>
<li>Team player. You love collaborating and sharing ideas. You trust your teammates, and support as needed.</li>
<li>Clear communicator. You are great at getting and giving respectful and productive feedback to clients and colleagues.</li>
<li>Organized. You create clear and logical processes to support your work and that of the organization.</li>
</ul>
Job Summary
<br>We're searching for a Paraplanner to join our team. You will be responsible for data gathering and preparation of planning documents required to gain familiarity of clients’ overall financial situation. You will provide technical support to Wealth Advisors for financial planning meetings and keeping plans current. You will report to the Wealth Advisors.
<br><br>
What You’ll Do
<br><ul>
<li>Gather, organize and assess client or prospect data including financial statements, tax returns, estate planning documents, insurance policies and other information needed to develop a financial plan. Summarize / communicate information to the Wealth Advisor.</li>
<li>Assist Wealth Advisor with preparing client financial plans, financial scenarios and presentations.</li>
<li>Attend client meetings. Prepare notes after client meetings and complete assigned tasks, depending on complexity.</li>
<li>Assign, monitor and complete tasks in CRM.</li>
<li>Assist clients with questions, requests and/or issues related to various financial planning and investment topics.</li>
<li>Assist in analysis of clients outside holdings.</li>
<li>Gather information, prepare and follow up on updated net worth summaries and other financial information.</li>
<li>Request, scan and electronically file client tax returns and update CRM for advisor review.</li>
<li>Assist with documenting policies and procedures for the development of financial plans and other related workflows.</li>
<li>Compose and prepare correspondence and client documents, including spreadsheets and reports as required.</li>
<li>Communicate and collaborate with clients’ professional contacts, i.e. CPAs, attorneys, insurance agents, etc.</li>
<li>Assist Wealth Advisor in monitoring clients’ portfolios.</li>
</ul>
Required Skills
<br><ul>
<li>Interpersonal, listening and written/verbal communication skills.</li>
<li>Must be organized, analytical, able to multi-task and proactively research and solve problems.</li>
<li>Able to work independently and establish priorities.</li>
<li>Proficiency in Word, Excel, CRM and Outlook.</li>
<li>Working knowledge of a variety of investment tools.</li>
<li>Excellent follow-through and communication to team members regarding status of open items.</li>
<li>Able to work with the highest standards of confidentiality and ethics.</li>
<li>Team player, able to work well with all levels of the practice, and clients.</li>
</ul>
What You’ll Bring
<br><ul>
<li>Bachelor’s Degree</li>
<li>Two or more years of experience in a similar position</li>
<li>Series 65 license, other licenses may be required over time</li>
<li>Must be willing to increase knowledge of the industry through continuing education</li>
</ul>
What We Offer
<br><ul>
<li>Annual base salary range of $65,000-$80,000 based on qualifications and experience, plus discretionary bonus</li>
<li>Coverage on the first day of employment for medical, dental, and vision insurance</li>
<li>Flexible PTO plan</li>
<li>401k matching plan</li>
</ul>
<b>AN EQUAL OPPORTUNITY EMPLOYER:</b> Natoma Wealth is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
<br><br>
You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Paraplanner - Natoma Wealth

Baird

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Winnetka</b><b>, </b><b>IL</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026565
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li></ul><ul><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li></ul><ul><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li></ul><ul><li>May schedule client appointments and/or conference room for appointments.
</li></ul><ul><li>Assemble/generate materials including paperwork and reports for client meetings.
</li></ul><ul><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li></ul><ul><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li></ul><ul><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li></ul><ul><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li></ul><ul><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li></ul><ul><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li></ul><ul><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li></ul><ul><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li></ul><ul><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li></ul><ul><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li></ul><ul><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li></ul><ul><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li></ul><ul><li>Detail oriented with an emphasis on accuracy.
</li></ul>Strong organizational skills <ul><li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li></ul><ul><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li></ul><ul><li>Good analytical and critical problem-solving skills.
</li></ul><ul><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:
</b></p><ul><li>$24.36-$36.67 hourly rate
</li></ul><ul><li>Bonus potential up to 8.5% of base pay
</li></ul><ul><li>Compensation and bonus are commensurate with experience, performance and/or firm profitability
</li></ul><ul><li>You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
</li></ul><div><div>#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Client Specialist

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Danvers</b><b>, </b><b>MA</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026446
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:</b></p><ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div><p></p>

icapital

<div><p><b>About the Role</b></p>
<p>
iCapital is looking to hire a Sales Support Analyst to join the Alternative Distribution team. iCapital is looking to expand the internal Sales Support team to cover the six US regions within Alternatives Distribution. This role is responsible for providing top notch customer service to financial advisors in partnership with the Client Success and Regional Alternatives Distribution Sales teams. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. This role will act as the main liaison for advisors between the Sales, Investor Relations, Fund Finance, and Operations teams in support of our pre-sale, sale, and post-sales activities.</p>
<p><b>
Responsibilities</b></p>
<ul>
<li>Drive new user registrations by proactively engaging financial advisors and educating them on the iCapital value proposition.</li>
<li>Lead campaigns designed to promote iCapital Marketplace new product launches, conferences, and other thought leadership publications.</li>
<li>Develop, maintain, and support strong relationships between key advisors and firms in the region to maximize their usage of iCapital platform.</li>
<li>Improve skills and knowledge of alternative products and related investment processes continuously.</li>
<li>Maintain accurate Salesforce CRM records and populate user profile characteristics to be leveraged across the firm.</li>
<li>Act as the main point of contact and problem solver for advisors regarding investment creation and servicing.</li>
<li>Manage referrals to the iCapital Structured Investments, Architect, and Client Solutions teams.</li>
</ul>
<p><b>Qualifications</b></p>
<ul>
<li>Bachelor&rsquo;s degree in a related field</li>
<li>Experience in investment or financial service fields</li>
<li>Strong proficiency in Salesforce, PowerPoint, Excel, and Word. Tableau or other business intelligence tools is a plus</li>
<li>Demonstrated aptitude for project management and able to prioritize and execute several requests, while working with numerous different functionalities</li>
<li>Strong clients focus and customer service skillset with outstanding judgment, critical thinking, attention to detail, and strong verbal and written skills</li>
<li>Attainment of Series 7 and Series 63 licenses within 120 days of hiring date</li>
<li>Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date</li>
</ul>
<p><b>Benefits</b></p>
<p>
The base salary range for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).</p>
<p>
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.</p>
<p>
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/</p>
<p>
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.</p></div><div></div>

Sales Support - Analyst

The Mom Project

<div>
 <strong>
  Administrative Assistant (Part-Time)
  <br/>
  <br/>
 </strong>
 <strong>
  Location:
 </strong>
 Onsite &ndash; Phoenix/Biltmore Area (3 days/week)
 <br/>
 <br/>
 <strong>
  Schedule:
 </strong>
 Approximately 20 hours per week (9:30 AM &ndash; 3:30 PM)
 <br/>
 <br/>
 <strong>
  About The Role
  <br/>
  <br/>
 </strong>
 Our client is seeking a detail-oriented and proactive Administrative Assistant to support a financial advisor in day-to-day operations. This role is ideal for someone who thrives in a structured environment, enjoys working with clients, and takes pride in accuracy and organization. You will play a key role in ensuring smooth office operations and a high-quality client experience.
 <br/>
 <br/>
 <strong>
  Key Responsibilities
  <br/>
  <br/>
 </strong>
 <strong>
  Administrative &amp; Operational Support
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Accurately complete and submit forms within one business day
  </li>
  <li>
   Maintain organized electronic client files, including statements, correspondence, and agreements, within established timelines
  </li>
  <li>
   Track pending business and maintain updates for outstanding items; provide weekly summaries to the advisor
  </li>
  <li>
   Proactively support the advisor with day-to-day administrative needs
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Client &amp; Scheduling Support
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Schedule, prepare for, and follow up on client appointments
  </li>
  <li>
   Serve as a professional point of contact for client calls, routing inquiries to the advisor as appropriate
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Systems &amp; Process Management
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Update and maintain CRM systems (including Client360 and related platforms)
  </li>
  <li>
   Assist with mail merges and client communications as directed
  </li>
  <li>
   Utilize internal tools such as COMMunity Link&reg; and Morningstar&reg; to support advisor needs
  </li>
  <li>
   Monitor internal communications, updates, and technology changes; share relevant insights with the advisor
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Process Improvement
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Identify opportunities to improve systems, workflows, and overall office efficiency
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Qualifications &amp; Skills
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Strong attention to detail and commitment to accuracy
  </li>
  <li>
   Excellent organizational and time management skills
  </li>
  <li>
   Ability to manage multiple tasks in a fast-paced environment
  </li>
  <li>
   Professional and confident communication skills, both written and verbal
  </li>
  <li>
   Proficiency in Microsoft Office Suite (Word, Excel)
  </li>
  <li>
   Ability to follow detailed instructions and complete repetitive tasks with precision
  </li>
  <li>
   Quick learner who is proactive in asking questions and seeking clarity
  </li>
  <li>
   Demonstrates a high level of discretion and maintains strict confidentiality when handling sensitive client financial and personal information
  </li>
 </ul>
</div>


Administrative Assistant (Phoenix/Biltmore Area, AZ)

Bank of America

<div><p><b>Job Description:</b></p><p></p><p>
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.</p><p></p><p>
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.</p><p></p><p>
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.</p><p></p><p>
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.</p><p></p><p>
As a <b>Financial Solutions Advisor within the centralized segment of the Advisor Development Program, </b>your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.</p><p></p><p>
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.</p><p></p><p>
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.</p><p></p><p><b>
The Academy</b> will support you along the way with dedicated programs, tools and resources throughout your career journey.</p><p></p><p>
We&rsquo;ll help you</p><ul><li><p><b>
Build a successful career</b> at Bank of America through world-class training and on-boarding programs that set you up for success.</p></li><li><p><b>
Get training and one-on-one coaching</b> from Academy managers who are invested in your success.</p></li><li><p><b>
Grow your business knowledge </b>by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</p></li><li><p><b>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses</b> (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your <b>SIE </b>within 60 days of being hired &amp; your <b>Series 7 &amp; 66 </b>within 120 Days - a requirement for the role.</p></li><li><p><b>
Build your network. </b>Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</p></li><li><p><b>
Provide end-to-end comprehensive advice</b>, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</p></li><li><p><b>
Collaborate with core banking and investment partners.</b> Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</p></li></ul><p></p><p>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to</p><ul><li><p>
Unlimited potential for financial growth.</p></li><li><p>
A strong referral base from across the business through our relationship with one in every two households.</p></li><li><p>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</p></li><li><p>
Robust marketing support to reach wider audiences with greater appeal.</p></li><li><p>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</p></li><li><p>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</p></li></ul><p></p><p>
We&rsquo;re a culture that</p><ul><li><p>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</p></li><li><p>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</p></li><li><p>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</p></li><li><p>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</p></li></ul><p></p><p><b>
Required Qualifications:</b></p><ul><li><p>
Displays confidence working in a sales role</p></li><li><p>
Builds strong client relationships through effective communication and collaboration</p></li><li><p>
Displays a proactive mindset and effective time management</p></li><li><p>
Demonstrates a results-driven mindset and prioritizes client interests</p></li><li><p>
Identifies appropriate client solutions through application of learnings and new information</p></li><li><p>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</p></li></ul><p><b>
Desired Qualifications:</b></p><ul><li><p>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</p></li><li><p>
Learns and adapts to new technology or applications</p></li><li><p>
Executes multiple tasks simultaneously</p></li></ul><p></p><p><br>
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.</p><p></p><p><b>
Shift:</b></p>
1st shift (United States of America)<p></p><p><b>
Hours Per Week:</b></p>
40</div><p></p>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

Financial Advocates

<p><b>Job Title:</b> Administrative Assistant, Financial Services</p><p><b>Located: </b>Bend, OR</p><p><b>Job Description:</b></p><p>Ocean&rsquo;s Edge is looking for a full-time Administrative Assistant to support their growing wealth management team. If you are a detail-oriented professional, have a passion for delivering an exceptional client experience and are interested in the financial services industry, this position is for you.</p><p><b>Essential Duties and Responsibilities: </b></p><p>Duties include but are not limited to:</p><p>o Prepare and process new account paperwork for advisors and clients</p><p>o Prepare any additional follow-up forms for clients per advisor&rsquo;s request</p><p>o Create and maintain client accounts</p><p>o Manage and handle advisor notifications</p><p>o Setup meetings and maintain calendars</p><p>o Follow through with all paperwork to ensure it is in good order</p><p>o Manage in and outbound call with professionalism</p><p>o Mail agreements, brochures, and other client account paperwork to clients</p><p>o Research and resolve account issues or miscellaneous questions for clients and advisors</p><p>o Maintain files and prepare correspondence and documents for advisors and clients</p><p>o Maintain a professional office environment</p><p><b>Competencies: </b></p><p>To perform the job successfully, an individual should demonstrate the following competencies:</p><p>o Strong technology/computer aptitude</p><p>o Identify and resolve problems in a timely manner</p><p>o Intuitive and resourceful to gather, analyze and resolve complicated issues</p><p>o Respond promptly and accurately to client questions and needs</p><p>o Meet commitments and maintain confidentiality</p><p>o Exhibit sound and accurate judgment</p><p>o Demonstrate accuracy and thoroughness</p><p>o Monitor own work to ensure quality</p><p>o Strong attention to detail</p><p>o Strong time management skills</p><p>o Thrive in a fast-paced environment</p><p><b>Education and/or Experience:</b></p><p>Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments, financial operations, insurance, and trusts are a plus.</p><p><b>About Ocean&rsquo;s Edge:</b></p><p>Ocean&rsquo;s Edge has a dedicated commitment to continued education to ensure that an advisor remains up to date with the latest strategies, tools, and insights to navigate complexities effectively. Additionally, the advisor engages with a community of professionals such as tax experts, estate planners, and legal advisors can provide a comprehensive approach to financial planning. This collaborative network allows for a thorough consideration of all aspects of a client's financial situation, from tax-efficient investment strategies to comprehensive estate planning. By working with an advisor who values ongoing learning and partnerships, clients can be confident that their financial well-being is guided by the most current expertise and a diverse range of specialists, tailored to client&rsquo;s unique goals and circumstances.</p><p><b>How to apply:</b></p><p>If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of <b>Danny </b>and send to: careers @ financial advocates.com. Please use your last name somewhere in your resume's file name.</p><p>If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.</p><p>We look forward to hearing from you!</p><p>Pay: $18.00 - $25.00 per hour</p><p>Benefits:</p><ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li></ul><p>Work Location: In person</p>

Administrative Assistant

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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

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