In this role at Premier Financial Partners you will go through a financial advisor apprenticeship, focusing on marketing and technology to develop and implement new opportunities for your team and firm. As you build in your knowledge you can grow into a more senior advisor position within the team and firm.
The ideal candidate is an individual who (a) is detail oriented (b) reliable (c) seeks intellectual challenges (d) is willing to work hard desiring long-term growth, and (e) wants to grow into a leadership role with a successful wealth management team.
Your Job Description.
Coordinate, create and implement marketing events and projects
Participate in client meetings
Engage and support clients through the data collection process
Organize, review and prepare the data for analysis
Support advisor’s client servicing needs
Design and prepare client deliverables
Develop and evaluate programs to target Millennials and Gen X
Create, develop and maintain client service model
Evaluate and manage client accounts and products
Implement & review new technology
Manage and analyze social media
Your Skills & Competencies.
0-5 years - Financial Services Experience
Required within 5 years: Insurance license, Series 7 & 66 and CFP®
Strong Excel skills and experience with Microsoft Office products
Basic level of understanding of traditional investment vehicles (e.g. stocks, bonds, mutual funds) preferred
Excellent written and verbal communication skills
Work well in team environment
Knowledge of technology to support firm
Professional appearance and demeanor
Energetic, eager to learn, willing to cooperate
Self-motivated with ability to work well independently and under direction
Company summits to promote teamwork
Financial support for professional designations
Health Insurance and retirement plan
Additional Salary Information: Compensation is a competitive salary with bonus opportunities
About Premier Financial Partners
Our Company.Premier Financial Partners is a comprehensive financial services firm committed to helping clients improve their long-term financial independence. Our customized programs are designed to grow, conserve and transfer client assets by delivering a high quality of personalized service.We provide access to a wide variety of investment, estate planning and insurance planning services for all types of small businesses and individuals. Our specialists will help ensure that our clients are setting off in the right direction and staying on course toward their chosen financial destination.We encourage you to explore our site and learn more about the services we provide. Should you have any questions or would like more information on our firm, please feel free to email us or call us at 314-576-1166 ext. 222. We look forward to hearing from you.Kara.email@example.com