Garrison Financial Group · 1 week ago
Service Advisor / Operations Associate
Littleton, CO
Full-time
Hybrid
New Grad, Entry Level
$60K/yr - $80K/yrGarrison Financial Group is seeking a Service Advisor / Operations Associate to provide full support to Wealth Advisors and assist in daily financial planning operations. The role involves managing the financial planning process, preparing materials for client meetings, and maintaining client accounts.
Financial Services
Hiring Manager
Emily Gabriel
Responsibilities
Managing the financial planning process including, data gathering, setting up the plan using eMoney and Money Guide Pro financial planning software, developing scenarios, and preparing the plan for presentation to the client
Prepare Advisors for meetings with analysis of client’s financial situation including investments, benefits, and updated financial plan
Prepare and deliver account opening documents to clients
Proactively communicate with Advisors regarding work in progress
Regularly prepare supporting materials and sample reports for clients
Responsible for input of brokerage and advisory trading of client accounts
Coordination of insurance underwriting as a liaison between the insurance company and the client
Service and maintain client accounts (Ownership/Beneficiary changes, rebalancing)
Take client requests for deposit and distributions from accounts and execute upon them
Respond to requests for service and trouble-shoot service issues
Answer inbound phone and email inquiries
Maintain all licenses for State and Federal Securities Law
Qualification
Required
Must be an above average communicator with exceptional interpersonal skills
Must have an understanding of investments and general financial knowledge
Must have strong organizational and prioritization skills
Excellent follow-up and follow-through capabilities
Professional attitude, flexibility, demeanor, and appearance
BA/BS Degree required
Maintain all licenses for State and Federal Securities Law
Preferred
Previous work experience in the financial industry is preferred
Financial Planning/Finance/Economics/Business Major highly preferred
Series 7, Series 6/63 preferred
Company
Garrison Financial Group
Garrison Financial Group is a boutique wealth management advisory firm based in the heart of Downtown Littleton.
Founded in 2004
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Craig A. Garrison, CLU, ChFC, CASL, CLTC, RICP
Founder & Private Wealth Advisor
Timothy R. Hall, CFP® CLU® ChFC® CASL® RICP® CLTC
Partner
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