Financial Advisor Sales Assistant

JOHNSON BANK • Kenosha, WI • 2h ago

JOB REQUIREMENTS: Overview Primary responsibility of the FA Assistant
role is to provide comprehensive administrative sales support to one or
more Financial Advisors. This position requires a collaborative
partnership with the Financial Advisor to ensure a high degree of
business professionalism and support that positively impacts profitable
new business development, client referrals and retention efforts. Key
Responsibilities: Understanding of and ability to articulate full scope
of JFG products and services. Establish new client accounts, initiates
money market deposits, redemptions, check requests, facilitate wire
transfers and general account maintenance. Research and handle client
inquires and enter trades when requested by clients and advisor.
Responsible for accurately opening, closing and performing maintenance
on accounts within bank and vendor operating systems. Proactively
schedules client appointments and meetings. Identifies and resolves
client needs through ownership and consistent follow through. Research
and assist in resolving client inquiries and issues to resolution;
displays initiative to problem solve and escalate when appropriate, has
the ability to work independently. Accurately and timely prepare
correspondence, documents, reports, proposals and other administrative
functions, including expense management and referral system reporting.
Support Advisor in marketing of his/her business including but not
limited to; materials, events and communications. Will analyze data to
recognize affinity groups to identify, build and act on lead management
through CRM and all applicable systems. Manage and enter data through
use of Financial Planning operating systems. Responsible for ensuring
all activities remain compliant with policies and procedures of the
broker dealer. Job Requirements: HS diploma required, Bachelor\'s degree
preferred and minimum 1 year working knowledge of financial markets.
Work experience may be considered in lieu of a degree. Series 7 and 66
or equivalent preferred; otherwise, expected to obtain within 6-12
months of hire. Life and health licenses desired. Strong internal and
external communication skills, established ability to develop
relationships with key business partners. Expert customer service and
time management skills required. Proficient in all MS Office Suite of
products, including MS Word, Excel, PPT and Outlook. Come as you are.
Our culture embraces diversity, equity, & inclusion; one where everyone
feels valued and heard. For more information on JFG\'s culture and
diversity efforts, including our employee resource groups, please visit
the Diversity section of our career website. Equal Opportunity Employer
of Minorities, Females, Protected Veterans, and Individuals with
Disabilities *** APPLICATION INSTRUCTIONS: Apply Online:
ipc.us/t/D57542E68BB34EED

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