Trivium Point · 16 hours ago
Service Advisor
Wilton Center, CT
Full-time
Onsite
Mid Level
$75K/yr - $100K/yr
3+ years expTrivium Point is a firm dedicated to delivering exceptional client experiences and simplifying complexity. The Service Advisor plays a critical role in supporting Senior Financial Advisors and clients, assisting with financial planning and investment advice while gaining valuable experience in wealth management.
ConsultingFinancial ServicesTax PreparationWealth Management
Responsibilities
Assist Senior Advisors in preparing for client meetings, including gathering data, conducting research, and preparing presentations
Participate in client meetings as needed, observing client interactions and learning best practices
Build and maintain strong relationships with clients
Conduct basic financial planning analyses, including cash flow modeling, retirement planning, and estate planning
Assist in the preparation of financial plans and investment proposals
Research and analyze investment options, including stocks, bonds, mutual funds, and other asset classes
Monitor client portfolios and prepare performance reports
Maintain accurate and up-to-date client records
Prepare and maintain various administrative documents, such as client correspondence and meeting minutes
Actively pursue professional development opportunities, including industry certifications (e.g., CFP, CFA)
Stay informed of industry trends and regulatory changes
Qualification
Required
Bachelor's degree in Finance, Economics, or a related field
3+ years of real-world wealth management experience
Strong interest in financial planning and investment management
Excellent analytical, problem-solving, and organizational skills
Proficient in MS Excel
Preferred
Experience with E-Money, Orion, Schwab and Salesforce a plus
Securities Licenses: 66 or 63/7 or CFP
Company
Trivium Point
We work with people whose achievements have set a new floor—executive leaders and proven entrepreneurs—drawing them into more financial opportunity but also more risk and complexity.
11-50 employees
H1B Sponsorship
Trivium Point has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2023 (1)
Funding
Current Stage
Early StageLeadership Team
Ron A. Pac
Managing Partner
Recent News
2024-01-21
Company data provided by crunchbase