Excellent opportunity within the financial services industry.
Looking for a highly organized and motivated individual who is interested in a long-term opportunity within an already successful investment advisory firm. Individual must be detail and service oriented, able to prioritize and manage multiple projects, and work in a fast-paced environment.
This is an entry level position with a steep learning curve. The successful candidate will quickly learn the general operations of an investment advisory business; with a primary focus on client service and financial planning. A candidate with a strong desire to pursue the Certified Financial Planner designation is an ideal fit as this would position them for long-term growth within the firm. Within a short-time of hire (~3 months) candidate will be sponsored to take required licensing exam (series 65).
Work responsibilities will include the following:
Prepare for client meetings
Enter notes and tasks into CRM
Follow CRM workflows / help develop new workflows where necessary
Handle miscellaneous client service issues as they arise
Handle client meeting follow-up tasks as delegated
Assist in managing new client onboarding process
Look for opportunities to go above and beyond
Financial Planning & Portfolio Management:
Work directly with company management to develop and improve financial planning offering
Create financial plans based on inputs from lead advisor and clients
Participate in client meetings alongside lead advisor
Liason between portfolio managers and clients; become proficient in discussing core investment strategies and firm's investment philosophy
This is an entry level position that will include miscellaneous tasks delegated by management. Tasks may include, but are not limited to: Assist in answering incoming calls, general clerical tasks like scanning, copying and filing, etc.
Strong verbal and written communication skills
Excellent organizational skills and great attention to detail
Cool and calm under pressure
Proficient with Microsoft Word, Excel
Able to quickly learn new software programs
Enjoys working with the public, providing excellent service
Independent and self-motivated
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Note that you must follow these exact instructions or your resume will be rejected. Thank you.
Additional Salary Information: Base salary + potential for revenue sharing
About American Money Management, LLC
American Money Management, LLC is a SEC Registered Investment Advisor offering fee only investment advice and financial planning services to clients throughout the United States.