Financial Advisor Assistant

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Located in Shreveport, LA

Our client is searching for the right person to fill a critical role in a fast pace financial advisory office. This person will help conduct the smooth operation of a fast-paced—and friendly—financial planning office. You will be an employee of an independent advisor franchisee with a financial advisory practice. Assist in daily business operations.

 

This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through gathering and analyzing client data, and working with clients to resolve issues.

 

Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients

Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary.

Manage and resolve client service problems

Perform other allowable duties as assigned by the financial advisor(s)

 

Direct attention to detail and organization

Effective communication with clients and other advisors/staff

Effective and efficient time management

Polite and clear phone manner

Ability to multi-task

Ability to adhere to rules and regulations as stated and required by advisor.

Ability to support and provide guidance for compliance within the advisor’s practice

Positive attitude and sincere willingness to constantly learn and grow

 

This role must be able to study and pass exams for the federal and state licenses and registrations for securities, including Series 7, Series 66, and State Life, accident, and health insurance licenses. 

Express Office: Shreveport
1409 East 70th Street
Suite 120
Shreveport, LA 71105
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