Longview Advisors, LLC · 5 days ago
Servicing Advisor
LaGrange, GA
Full-time
Onsite
Mid Level
$60K/yr - $80K/yr
3+ years expLongview Advisors is a boutique fee-only wealth management firm located in LaGrange, Georgia, seeking a Servicing Advisor with strong communication skills and a passion for finance. The role involves building client relationships, managing investments, and providing strategic financial planning to help clients achieve their financial goals.
ConsultingFinancial ServicesInsurance
Hiring Manager
Susan Harvell
Responsibilities
Client Relationship Management: Build and maintain robust relationships with existing clients ensuring their financial objectives are consistently met
Investment Management : maintain proprietary investment strategies, including trading responsibilities, for clients
Strategic Financial Planning: Offer comprehensive financial advisory services to clientele, understanding their needs and matching them with tailored solutions
Market Analysis: Stay abreast of current market trends and shifts to inform business development strategies and provide updated financial advice
Collaboration: Liaise with everyone in Longview to streamline service delivery, ensuring that new clients transition smoothly and existing ones receive unparalleled service
Continuous Learning: Stay updated with the latest industry trends, regulatory changes, and financial products to provide top-notch advisory services
Business Development: New clients are always welcome and there are incentives available for the Servicing Advisor if you bring new clients in. This is a minor aspect of the role
Qualification
Required
Bachelor's degree in Finance, Economics, or related field
High attention to detail
Looking for 3 years or more in wealth management with demonstrable skills in operations, trading and relationship management
Proficient in analyzing market trends and leveraging insights for business expansion
Preferred
Master's or professional certifications (e.g., CFA, CFP) are preferred
Benefits
Personalized coaching and support to help you maximize your ability to help clients.
Opportunities for professional development and growth.
A collaborative, innovative, and inclusive work environment.
Company
Longview Advisors, LLC
Longview Advisors is a comprehensive, fee-only financial planning firm based in Newton, Kansas, and serves clients throughout the United States.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase