As a Support Advisor you will be part of a team of high-performing professionals committed to both the strategic growth of the firm and career growth of its team members.  This position collaborates with the advisor team to deliver comprehensive financial planning and Fee Only investment management to our clients. You will contribute to the success of the firm by enhancing and deepening relationships with clients by fostering trust and satisfaction.  This is a professional position with a career track, mentorship, and future opportunity to buy equity ownership.  If you desire to be part of a team that values a work and life balance and enjoys helping people achieve financial security and peace, then we are the firm for you!

Financial Planning & Investment Management (40%)

• Attend client meetings in a technical, supporting and learning role
• Assist in gathering and organizing client data necessary to develop a financial plan
• Preparation of a comprehensive financial plan including retirement, insurance, and tax planning
• Prepare Investment Policy Statements for clients
• Perform analysis of client information to produce results sought by financial advisor
• Prepare and execute trading with supervisor approval
• Upon request, conduct special and routine investment/portfolio or planning research projects
• Coordinate quarterly investment performance reporting including review and client notification
• Manage data integrity in SFP’s software stack
• Compose and generate correspondence and client documents, including spreadsheets and reports
• Complete ongoing education in all financial planning and investment areas

Client Service (40%)

• Prepare for client meetings and assist with follow up implementation items
• Assist clients with inquiries/requests or re-direct as appropriate
• Establish, service, monitor, and maintain client investment accounts (this includes contributions/distributions, beneficiary designations, and other changes
• Setup and maintain online access for clients
• Utilize CRM database to track all workflow and client information
• Work with vendors on behalf of the firm and for clients

Office Management (20%)

• Help to keep the office clean, comfortable, and inviting to clients
• Compliance tasks including account reviews and annual disclosure to clients
• Quarterly billing of clients
• Assist with technology issues, maintenance, research and implementation of new solutions