Allegiance Financial Group Advisory Services (AFGAS) ยท 2 months ago
Associate Advisor / Relationship Manager
United States
Full-time
Remote
Entry, Mid Level
$90K/yr - $110K/yr
1+ years expAllegiance Financial Group Advisory Services is a financial planning and investment advisory firm seeking a Permanently Remote Associate Advisor / Relationship Manager. The role involves supporting financial advisors with operational tasks, managing client relationships, and ensuring efficient execution of financial plans.
Financial ServicesRetirementWealth Management
Responsibilities
Prepare financial plans in coordination with Lead Advisors and participate in client meetings for financial plan delivery and execution
Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner
Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards
Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery
Cultivate and maintain strong relationships with clients
Understand clients' financial goals and preferences
Identify opportunities for client growth and new business
Stay informed on financial market trends and regulatory changes
Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures
Qualification
Required
Bachelor's degree in finance, economics, business administration, or a related field is typically required
CFP designation and 1-3 years experience working as an advisor/planner
Ability to juggle multiple projects successfully
Ability to learn new concepts and software packages quickly
Independently motivated, have excellent communication skills and have a strong work ethic
Strong educational credentials and analytical background
Ability to identify, meet, and follow through with client's needs and requirements
Must interact effectively with office staff and be a goal-oriented team player
Strong attention to detail
Must demonstrate excellence in organizational and time management skills
Exceptional phone and client service skills, positive and upbeat attitude at all times
Experience/ability to work from home while maintaining a professional setting
Basic/Intermediate knowledge of Microsoft Excel
Preferred
Experience with Salesforce (or other CRM software), financial planning software, Orion, and Microsoft Office tools a plus but not required
Benefits
Life insurance
100% company paid employee only premiums for Health, Dental & Vision Coverage
4% company 401(k) match, 100% vested
Mentorship and learning opportunities
Great working environment with professional growth opportunities.
You will have access to a great team of professionals & back-office support.
Company
Allegiance Financial Group Advisory Services (AFGAS)
At AFGAS, our mission is to empower our clients in achieving what truly matters to them.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase