Assistant Finanical Advisor / Marketing
Job Type : Fulltime/Salary
Position: ASSISTANT FINANCIAL ADVISOR / MARKETING
Location: Grand Island, NE
Are you ready for a new challenge? We are now evaluating team-minded candidates for a Financial Planning Industry Leader! If you are driven to “move processes forward” and support a highly successful results-oriented team please continue reading! This position is the perfect blend of administrative and marketing functions!
This role will have responsibility for prospecting, researching, and preparing proposals and other related client documents. Will assist the Financial Advisor in appointment scheduling, preparing for client meetings, and managing performance reporting as well as other “behind the scenes” work flow processes.
As you gain an understanding of the business, products, and markets you will effectively impact the growth of the business by coordinating services, managing the website, organizing events, personnel recruiting, and much more. Primary marketing functions include sourcing and developing effective referral sources; actively participating in the community as brand ambassador; coordinating the marketing/advertising strategies, and administration of the hiring and selection process as well as and tracking account-abilities.
Will execute support to newly hired representatives to ensure their focus and success toward position targets and timelines. Overall, you will serve as operations, sales and marketing support.
Series 6 and/or Series 63
Health & Life licensed to be obtained within 6 months
CLU, ChFC, CLTC or CFP designation(s)
Financial Service, Insurance, or Recruiting industry experience
Administrative Support experience required
Familiarity with Microsoft applications and database software
Excellent customer service, rapport building, communication, and phone skills
Strong attention to detail with the ability to work with a high degree of accuracy and confidentiality
Ability to manage multiple, diverse projects and/or assignments in fast-paced office
Willing to learn, work independently and/or with a team
Clean criminal and credit history