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Financial Advisor

JTB INTERNATIONAL INC Reston ,VA
  • Posted: over a month ago
  • Full-Time
  • Benefits: 401k, medical
Job Description

Financial Advisor

At the Global Advisor Group, we bring you advisors committed to integrity, objectivity, perspective, and deep knowledge of the complex financial planning needs of international and domestic situations.

Position Summary

As a Financial Advisor, you will use specialized knowledge and skills obtained through experience, specialized training or certification to serve in a senior support role to Associate Advisors and their clients regarding overall financial planning issues. 

Knowledge/Requirements

  • Minimum 4-year college degree
  • SIE exam, Series 7 & Series 63 licenses preferred or willingness to obtain within first 6 months
  • Minimum 3 years prior successful experience working directly with clients in a broker-dealer office
  • Proficient knowledge of financial planning concepts and software
  • Excellent phone manners & presence
  • Demonstrated willingness to go “above and beyond” for outstanding customer service
  • Polished, friendly, professional demeanor
  • Proficiency in Microsoft Office
  • Clean FBI background check and credit check

 Daily Job Duties and Responsibilities

  • Works closely with Associate Advisors to assist in servicing client relationships
  • Assumes direct responsibility for many aspects of servicing and maintaining client relationships
  • Effectively communicates financial planning concepts and market conditions to clients
  • Works closely with clients to help develop deep and enduring relationship
  • Takes note of changes in client’s lives which could affect their financial plan and communicate this information to Associate Advisors in a timely and effective manner
  • Knowledgeable in solutions and services specific to the client base
  • Handles daily account administration
  • May open and close client accounts
  • Helps maintain client database
  • Prepares, sends and processes client forms as needed and directed
  • Prepares and reviews client portfolio review packets as directed by Associate Advisor
  • Is able to identify issues with clients and their portfolios and bring it to the attention of the Associate Advisor
  • Prepares client proposals as directed by Associate Advisor
  • Is aware of and adheres to industry compliance requirements and firm and branch policies
  • Assists Associate Advisors with client meetings when requested
  • Seeks opportunities to expand financial planning services offered to clients
  • Seeks opportunities to grow and consolidate client assets
  • Seeks opportunities to generate referral business from client’s friends and family
  • May attend client events-occasional evenings and weekends
  • Regular and timely attendance is required
  • Performs other duties and responsibilities as assigned

 Desired Job Skills

  • Ability to work under pressure to meet very short deadlines
  • Strong desire to assist and communicate with clients on a daily basis
  • Ability to track and manage multiple tasks and projects
  • Ability to develop, document, follow, and track work processes
  • Ability to work quickly and accurately with client account and application forms
  • Flexible and able to execute multiple changing deadlines and priorities with skill and grace
  • Ability to effectively and efficiently prioritize work
  • Ability to work with minimal supervision
  • Ability to resolve issues independently to attain desired results
  • Ability to collaborate well with managers, administrators, home office staff, and clients to accomplish goals
  • Unquestionable ethics

JTB INTERNATIONAL INC

Address

1939 Roland Clarke Place Suite 400 Reston
Reston, VA
USA

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