Are you an A player looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, Clark Financial, in Reston, VA is seeking to add an Licensed Financial Planning Associate to our Team!
This Licensed Financial Planning Associate ideal candidate will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first. Initial duties include working alongside the main Advisor, servicing existing clients, making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars to include introducing the main Advisor. In addition this position will service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery.
Key Traits:
- Strong initiative
- Positive attitude
- Strong organizational skills
- Excellent communication; written and verbal
- Attention to detail and accuracy
- Proactive management style and consistent follow-through
Minimum Requirements:
- College degree preferred
- 2+ years of financial service experience required
- Series 65 or equivalent to get registered as an IAR required
- Life and Health licensing preferred, or required within 30 days of hire
- Strong organizational, prioritization, interpersonal and management skills
- Strong mathematical and analytical skills
- Excellent communication skills; both verbal and written
- Proficient with MS Office Suite. including 365 and teams
- Experience with Redtail CRM preferred
Position Responsibilities:
- Assist clients with annuities, life, long-term care, and managed money
- Develop, manage, and retain strong client relationships
- Assist main Advisors with meeting individual and team goals
- Resolve any issues regarding new accounts, transfers, or amendments
- Complete and process servicing requests
- Maintain database programs
- Prepare paperwork for new client accounts
Salary:
Benefits
- 401(k) - automatic 4% company contribution based on salary
- Health, Dental, Vision, LTD, Life and AD&D
- Continuing education stipend/reimbursements
- Wellness Reimbursement
- All Federal holidays
- PTO
Hours:
- Monday – Friday
- 8:00am-5:00pm
- Some evenings required for client events
