Junior Advisor

Our client in the financial systems industry is looking for an Junior Advisor to join their team in Contra Costa

 

Job Description:

  • Manage documentation in Salesforce
  • Prepare client meetings with Senior Advisor
  • Assist coordinating financial planning with investment management
  • Manage basic financial plans using MoneyGuide Pro
  • Help input data for senior planners
  • Attend continuing education events
  • Manage portfolios and rebalance quarterly
  • Help onboard new accounts
  • Assist with cost basis calculations
  • Help facilitate oversight of outside client assets

 

Requirements:

  • Working knowledge of ERP
  • Current CFP designation or in process
  • Proficient with the Microsoft Office Suite, including strong Excel skills
  • Excellent verbal, written and interpersonal communication skills
  • Able to communicate complex information to a variety of audiences
  • Able to work both independently and collaborate as part of a team
  • Able to work on multiple projects with accuracy and efficiency, while keeping to deadlines
  • Detail, deadline and goal-oriented
  • Strong work ethic

 

Experience:

  • Bachelor’s degree in mathematics, statistics or related field and a minimum of 2 years’ relevant experience

Ref #26551

Kyrie SalazarJunior Advisor