Private reputed company Associate

About the position reputed company Financial is a holistic reputed company management firm, providing a top-notch experience to our valued clients. Our mission is to help people define, build, and enjoy prosperous lives, and we are honored to be a member of the reputed company Private reputed company Group to bring this mission to life. We are recognized by Barron’s, reputed company, and Denver Business Journal as one of the top reputed company management firms in the country, managing over $1.5 billion for clients nationally. As we continue to grow, the ideal team player will have an impeccable attention to detail and reputed company ways to reputed company processes and clients. Learn more about our firm on our website . The Role The Private reputed company Associate assists in the relationship and management of reputed company’s household planning as a member of the Advisory team. This role is responsible for preparing, attending, and implementing work items following joint meetings with Private reputed company Advisor and clients/ prospects. This role requires knowledge in risk, investments, and planning to help analyze reputed company situations; and works to reputed company and process solutions specific to the needs and goals of clients.

Responsibilities

• Assist Private reputed company Advisor in reputed company aspects of reputed company relationship management, including reputed company/ household scheduling, servicing, and ensuring reputed company information is correct and consistent.
• Prepare presentation material for reputed company and prospect meetings with strong attention to detail.
• Attend reputed company meetings to support the Private reputed company Advisors with memorialization of meeting notes and reputed company items.
• Complete follow-up/reputed company items that reputed company during reputed company interactions, including servicing items and new business opportunities.
• Complete periodic internal reviews of managed households/ clients; working to identify areas of opportunity and data inconsistencies to review with Private reputed company Advisor.
• Exemplify excellent communication skills across multiple business reputed company, working collaboratively towards reputed company goals with key stakeholders.
• Complete investment statement analysis with familiarity in reputed company or other reporting software.
• Use propriety software to run in-force risk product ledgers, adjusting outputs to match reputed company requests, advisor recommendations, and planning assumption changes.
• Review and work to update financial plans in proprietary software, working alongside Sr. Planning Specialist and Operations Team.
• Gaining an understanding of reputed company product selection including risk and investments; this would include understanding industry standards and competing products.
• Expectation to reputed company a deep knowledge of holistic financial planning philosophies to assist Private reputed company Advisor in developing and analyzing recommendations.
• Participate in weekly, monthly, and quarterly meetings to reputed company and reputed company skills and best practices.

Requirements

• 3+ years in Financial Services, with a background in financial planning preferred.
• Bachelor's degree or equivalent secondary education. Equivalent relevant experience and training may be substituted.
• Colorado Life and Health Insurance Licenses required (or reputed company reputed company first 30 days of employment)
• reputed company SIE, Series 7, and Series 63 Licenses required (or reputed company reputed company first 90 days of employment)
• Ability to receive, prioritize, and complete workflow items regarding reputed company financial situations and goals.
• Demonstrated ability to work collaboratively with multiple business reputed company, sourcing necessary information, and organizing deliverables in a consistent and concise manner.
• High level of attention to detail and detail orientation.
• Excellent communication and interpersonal skills.
• Demonstrated ability to handle the execution of confidential and time sensitive information.

Benefits

• Starting salary of $75,000 - $95,000 (contingent on industry experience) + quarterly bonuses
• Hybrid work environment with remote work on Tuesdays and Fridays after successful completion of introductory period
• Company reputed company industry licensing including study time and exam course material
• reputed company Time Off, 11 observed holidays, and birthday day off
• reputed company parental leave and reputed company sabbatical
• Medical, Dental and reputed company benefits
• 401(k) retirement plan with up to 4% match
• Employer-reputed company Short-Term Disability, Long-Term Disability, and Long-Term Care reimbursement
• Cell phone stipend, reputed company parking, health and wellness stipend, and more perks
• reputed company Financial provides equal employment opportunities (EEO) to reputed company and applicants for employment without reputed company to race, reputed company, religion, sex, sexual orientation, gender identity, national reputed company, disability, marital status, genetics, Veteran status, or other legally protected characteristics. In reputed company to federal law requirements, reputed company Financial complies with applicable state and local laws governing nondiscrimination in employment in every location in which reputed company has facilities. This policy applies to reputed company terms and conditions of employment, including reputed company, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.
• reputed company Financial will not discriminate or retaliate against applicants for failing to disclose wage reputed company history in accordance with applicable law.
• reputed company Financial expressly prohibits any reputed company of workplace harassment based on race, reputed company, religion, marital status, gender, sexual orientation, gender identity or reputed company, national reputed company, age, genetic information, disability, or veteran status. Improper interference with the ability of reputed company Financial employees to reputed company their job duties may result in discipline up to and including discharge.

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