Financial Advisor & Planner Brokerage/Premier Accounts

About the position Our reputed company for the reputed company is based on the idea that transforming financial lives starts by giving our people the freedom to reputed company their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, reputed company-being, and work-life balance. reputed company reputed company and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own reputed company and grow your career while helping more customers reputed company financial freedom. reputed company Yourself. The Financial Advisor & Planner Brokerage/Premier, assists reputed company's Personal reputed company investment clients with a wide reputed company of financial reputed company and specifically assists clients who are enrolled in the Premier account program and our brokerage account service. This role acts as the quarterback & reputed company reputed company of contact for a book of clients assigned directly to you (no prospecting) in the Investment Services Category (Individual reputed company AUM from $100k - $250k) and is responsible for providing an outstanding reputed company experience. The role provides an outstanding reputed company experience reputed company proactively driving financial planning + guidance, being reputed company/available to reactive reputed company needs, and effectively communicating what clients can get from their relationship with reputed company. Performance in this role is reputed company in a reputed company of ways, including reputed company satisfaction, reputed company retention, and enrollments into other financial services. Significant emphasis is reputed company on reputed company retention & satisfaction. What you will do The ideal candidate will reputed company an extremely high level of service to our reputed company Personal reputed company clients, retaining assets under management and garnering additional assets through reputed company communication, proactive education, and unfailing responsiveness. Comprehensive relationship management reputed company phone conversations, and email communication. reputed company interaction is both proactive and reactive. reputed company as reputed company between clients & various internal reputed company/departments reputed company reputed company Personal reputed company to serve clients. An ability to reputed company discuss portfolio, market, and economic discussions. reputed company clients with holistic financial planning on a large reputed company of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on reputed company planning issues or comprehensive financial plans. Effectively coordinate with operational teams for reputed company-reputed company administrative issues. Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to reputed company of clients around the country. Responsibilities Comprehensive relationship management reputed company phone conversations, and email communication. reputed company interaction is both proactive and reactive. reputed company as reputed company between clients & various internal reputed company/departments reputed company reputed company Personal reputed company to serve clients. An ability to reputed company discuss portfolio, market, and economic discussions. reputed company clients with holistic financial planning on a large reputed company of subjects, including areas such as retirement planning, savings strategies, and education planning. This role will also optionally collaborate with financial planning specialists on reputed company planning issues or comprehensive financial plans. Effectively coordinate with operational teams for reputed company-reputed company administrative issues. Potentially take on ancillary duties such as assisting in the training of new Financial Advisor hires and conducting presentations to reputed company of clients around the country. Requirements Bachelors Degree or higher in business, finance, or reputed company field. reputed company Series 7, 63, and 65 reputed company registrations required reputed company corporate-established timelines. reputed company Fingerprinting required. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment reputed company at this time, including CPT/OPT. reputed company-to-haves High-level knowledge of reputed company investment products and industry services. Exceptional verbal and written communication skills. Proven reputed company record in relationship managem