“Flexibility, great working environment and room for growth”
Brighton Securities, an independent financial services firm, is looking for an experienced advisor to partner with a senior advisor in the Rochester office near 12 Corners in Brighton. A successful candidate will have demonstrated the ability to multitask effectively, prioritize efficiently, and must excel at providing top-tier service to both internal and external clients. An eye for detail, a team-player attitude and an ability to adapt to new technology will serve this person well. Previous experience in wealth management, financial advisory, or private banking is strongly preferred, but not required.
Support and train with a senior financial advisor in their business of providing top-tier service and guidance to clients.
Initiate client calls regarding account activities, follow up to client meetings, and to support our service platform.
Maintain relevant knowledge of required forms and supporting documents, firm best practices and general compliance regulations.
Research and effectively communicate answers to client and advisor requests.
Proactively initiate, develop and implement procedures and procedural practice management and process improvements with an eye to efficiency, technology and client service.
Maintain a pleasant and helpful demeanor with clients and coworkers.
Assist in preparation for client meetings and reviews.
Anticipate and respond to problems proactively, efficiently and flexibly.
Assist in prospecting for new clients to help grow existing business.
Knowledge, Skills & Attributes
B.A. or Associate’s degree preferred. Two years of previous brokerage experience preferred. Detail-oriented professional. Accomplished multi-tasker. Insurance license preferred. Series 7 and 66 license a plus.
This is a full-time position for approximately 3-5 years that could become a financial advisor position upon successful completion of training. Salary and commissions will be discussed with the right candidates, but compensation also includes medical, dental and vision benefits, 401(k), profit-sharing and deferred-compensation plans and performance bonus eligibility.
About Brighton Securities:
Brighton Securities is a local, independently owned stock brokerage and financial services firm that was established in 1969. For over forty years, we have worked with thousands of clients and are delighted by the number of our clients' children and even grandchildren who choose Brighton Securities for their financial needs.
For all our investors, both individuals and corporations, we offer the full complement of financial services and products. Our focus is on building financial programs that serve the unique needs of each client.