TalentLink Solutions · 21 hours ago
Associate Advisor - Wealth Management
Annapolis, MD
Full-time
Onsite
Entry Level
$70K/yr - $85K/yr
1+ years expTalentLink Solutions is a client-focused, boutique financial advisory firm located in Annapolis. They are seeking an Associate Advisor to support their advisory team and clients by engaging in key functions such as data collection, drafting financial planning recommendations, and client service.
ConsultingFinanceFinancial ServicesHuman ResourcesStaffing Agency
Responsibilities
Support advisory team with preparation of well-polished documentation and presentation materials for meetings
Attend and participate in meetings with prospects and existing clients
Review and organize meeting notes; document topics covered, client updates, and action items; enter and schedule tasks in the CRM; and complete all follow up items using firm procedures
Communicate and follow up regularly with clients, building strong relationships; respond promptly to service requests, troubleshoot issues, and provide clear, effective solutions
Coordinate the development and ongoing maintenance of financial plans, including initial data entry, research on planning topics, creation of recommendations, and continuous plan monitoring and updates
Execute intra-day requests such as trades, wires, and journals with precision and within strict deadlines, ensuring proper initiation, review, approval, completion, and proactive communication with clients
Provide operations and service overflow support, including answering phones, opening new accounts, processing applications, managing asset transfers, and assisting the advisory team to deliver an excellent client experience
Prepare client reports, financial forecasts, cash flow projections, and goal-based projections
Research complex client situations, set clear expectations, and outline the steps needed to resolve inquiries promptly
Continuously monitor client data across various platforms for accuracy and continuity
Qualification
Required
Bachelor's degree required, preferably in finance, financial planning, or a related field
1-3 years of progressive experience in the wealth management industry, supporting one or more Financial Advisors required
Series 65 or 66 and Series 7 or 6 required
Exceptional written and verbal communication skills
Knowledge of industry-specific software required
Strong technology skills and proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) required
High level of professionalism and confidentiality, with a strong attention to detail
Highly organized and adaptable, with the ability to multitask and shift between responsibilities throughout the day
Superior phone skills; friendly and helpful in all interactions on the phone
Ability to prioritize and solve problems while maintaining composure and focus
Attendance is an essential function
Preferred
Life, Health, and Long-Term Care insurance license highly preferred, or willingness to obtain within 90 days
CFP designation preferred, or desire to obtain
Familiarity with eMoney, MoneyGuidePro, and Redtail preferred
Benefits
401(k) with company match, and annual profit sharing
Paid time off and holidays
Company
TalentLink Solutions
TalentLink Solutions provides human resources consulting for the financial services community.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Amy Kizer, PHR
Managing Partner
Company data provided by crunchbase