Millenia Investments LLC · 21 hours ago
Associate Financial Advisor
Chesterfield, MO
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $55K/yrMillenia Investments LLC is an independent financial firm dedicated to building lasting relationships and helping clients achieve financial longevity. The Associate Financial Advisor will support senior advisors by managing client communications, handling administrative tasks, and building strong client relationships, while eventually taking the lead on transitioned client relationships.
Commercial InsuranceFinancial ServicesImpact InvestingInsuranceRetirement
Hiring Manager
Alex King, aPHR, FPQP
Responsibilities
Create opportunities to build rapport with clients including calling on their birthday, checking in during market fluctuations, and more
Identify opportunities to strengthen the client relationship by exceeding established expectations
Complete servicing tasks as requested by client
Prepare and process servicing requests (beneficiary changes, distributions, address updates, etc.)
Complete trade and reallocation needs as requested by client or senior advisors
Attend clients meetings and serve as secondary advisor and assistant
Confirm task completion and update client records accordingly
Communicate progress with advisors and clients
Handle confidential information with discretion
Adhere to regulatory and compliance standards
Qualification
Required
Subject to background check per industry regulations
Must have passed or are able to pass SIE, Series 7, Series 66, and Life and Health exams within first 6 months of employment (on the job study time available, 4 hours per day)
Preferred
Degree in finance or with an emphasis in finance preferred
Benefits
Health Insurance: Employer covers 50% of employee premiums
Dental Insurance: Employee covers 100% of premium
Paid Time Off: 10 days (prorated first year), 15 days beginning first full calendar year
Retirement: Simple IRA with 3% employer match
Short-Term Disability: 60% salary coverage, employer paid
Company
Millenia Investments LLC
We invite you to discover and experience the power of our services. At our firm, we work as a close knit team and we treat one another as family.
Founded in 2002
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Stephen Serati
President and Partner
Company data provided by crunchbase