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Financial Advisor Assistant Jobs

Advisor Assistant Jobs
By Nelson Connects At Marin County, CA, United States
Excellent time management skills and the ability to prioritize work
Event management – marketing, invites, packet prep, etc
Update and maintain client management system
Drive and manage the new-client on-boarding process
Manage the Social Media strategy, including Facebook, LinkedIn, Website, Eventbrite, blog, etc.
Broad computer and technology skills
Financial Advisor Assistant Jobs
By MAP Wealth Management At Chicago, IL, United States
ØExcellent organizational and time management skills
·Handles training and continuing education for the firm.
ØExcellent knowledge of the securities industry’s rules and regulations
ØStrong communication and interpersonal skills
·At least one year of experience in a financial services firm assisting with day-to-day operations.
·Salary is commensurate with experience. $60k-$90k
Financial Assistant Jobs
By The Phoenix Residence, Inc. At St Paul, MN, United States
Education background and/or employment experience in bookkeeping procedures.
Responsible for applying for social security benefits, GRH etc. when becoming a representative payee for a new admission
Has knowledge of state and county policies and regulations on billing procedures
Other jobs as assigned QUALIFICATIONS:
Experience with computer systems preferred.
Responsible for claims submission, claim resolution and follow-up activities
Financial Assistant Jobs
By Concord At Kansas City Metropolitan Area, United States
Self-motivated and resourceful with excellent time management and organizational skills
At least 4+ years of experience in similar roles
Strong experience in billing and accounts payable
Proficient in Excel, with preferred experience with Salesforce
Proven experience working with NetSuite or similar platforms
Detail-oriented with excellent follow-through skills
Financial Assistant Jobs
By Southwestern Pennsylvania Synod, ELCA At Pittsburgh, PA, United States
The Southwestern Pennsylvania Synod, ELCA—a nonprofit 501(c) 3 organization—is seeking a candidate to perform general accounting/bookkeeping responsibilities.
•Basic knowledge of fund accounting (restricted funds etc.)
•General understanding of basic accounting
Financial Advisor - New Bern, Nc
By Edward Jones At New Bern, NC, United States
Skilled in long-term relationship building
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Comfortable in your ability to think critically
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Financial Advisor Jobs
By AIS Asset Management At California, United States
Work remotely with clients using video conferencing and paperwork which can be signed electronically.
Strong organizational skills and self-discipline.
Experience as a Financial Advisor or other financial professional a plus.
As a veteran of the industry
Work at your own pace and freely devote time to building a book of business.
Establish your own place of business, even a home office, to work with clients.
Financial Assistant Jobs
By Insilico Medicine At New York, NY, United States
Support CFO, Finance Director and other team (mainly HR, Legal, BD) on ad-hoc tasks.
Collect and distribute all the letters arrived in office.
Handle all the office related expenditure, mainly rental fee.
Supervise the overall asset maintenance in US.
Collect and review the reimbursement or vendor payment request for US entity.
Issue cheque and support cashier on the payments which have to be paid by cheque.
Institutional Financial Advisor Jobs
By CAPTRUST At New York, NY, United States
Client Relationship Management (CRM) software experience
Provide education and advice programs for plan participants
Bachelor's degree required; major in Business Administration, Marketing or Finance preferred
5 years of direct selling experience in the financial service industry
Exceptional oral and written communications skills
Our Employee Benefits Package shows how much we value our team. Some benefits include:
Financial Advisor - Washington, Dc/Northern Va
By Thrivent At United States
Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits.
A natural coach or guide with strong interpersonal skills.
Build genuine, long-term relationships based on shared values and goals.
Complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources.
Have the flexibility to control your schedule, allowing for work-life balance.
Self-motivated, independent and driven to succeed.
Senior Financial Advisor Jobs
By RogueSearch At Charlotte, NC, United States
Brokerage industry experience in an advisory capacity
Proven experience in building strong internal and external client relationships
Highly developed knowledge of the securities business, investment products, and financial solutions
Highly developed sales and presentation skills
Step into an existing book of clients and a multiple bank branch referral network
Complete open architecture with an Advisor driven platform
Senior Financial Advisor Jobs
By RogueSearch At Canton, MI, United States
Brokerage industry experience in an advisory capacity
Proven experience in building strong internal and external client relationships
Highly developed knowledge of the securities business, investment products, and financial solutions
Highly developed sales and presentation skills
Step into an existing book of clients and a multiple bank branch referral network
Complete open architecture with an Advisor driven platform
Financial Assistant Jobs
By timing beauty spa At Los Angeles, CA, United States
6. Complete other audit work assigned by the audit department manager and audit supervisor.
1. Bachelor degree or above, CPA qualification is preferred
2. More than half a year of work experience is preferred
DTLA hiring for a Financial Assistant
1. Assist the audit supervisor to carry out the internal audit work of the group company system;
2 Assist the audit supervisor in the specific implementation of the internal audit project,
Financial Advisor Jobs
By Magellan Financial & Insurance Services, Inc. At Charlotte Metro, United States
Continuously update financial knowledge and expertise
2+ years of experience as a Financial Advisor or a similar role
Strong sales and negotiation skills
Exceptional interpersonal and communication skills
Conduct meetings with new prospects and potential clients
Create comprehensive, customized financial plans for clients
Financial Advisor Jobs
By Senior Partner Matt Brightman's office with New York Life At Waltham, MA, United States
Bachelor's degree in Finance or related field
5+ years' of industry experience
Provide financial planning support to clients
Support investment professionals to cultivate client relationships
Prepare financial plans and check their accuracy
Strong understanding of the investment business
Financial Advisor Jobs
By Equitable Advisors At Denver, CO, United States
Team player who possesses excellent interpersonal skills and communication abilities, with a high degree of self-confidence
Compensation you control and a complete benefits package
A work-life balance and access to a full suite of remote-work technology solutions
Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
As an Equitable Advisors’ Financial Professional, you’ll be part of a recognized, respected company that offers:
Requirements for the Financial Professional position include:
Financial Advisor - Chicago, Il
By Edward Jones At Chicago, IL, United States
Skilled in long-term relationship building
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Comfortable in your ability to think critically
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Financial Advisor - Elizabethtown, Pa
By Edward Jones At Elizabethtown, PA, United States
Skilled in long-term relationship building
An interest in financial services/markets and how they work
Love of learning and challenges, including determination to succeed
Comfortable in your ability to think critically
Learning to be a financial advisor through our comprehensive training program?
Delivering personalized investment and financial solutions to your clients?
Financial Advisor Jobs
By Evans Denham LTD At United States
Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
Proven working experience as a Financial Adviser, Controller, Planner, Specialist or relevant experience
Strong communication, negotiation and presentation skills
Excellent PC knowledge and ability to operate database systems
Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
BS degree in Finance or related field
Financial Assistant Jobs
By LevelUP At United States
Excellent organizational and time management skills
Preparing reports for the Registry Finance Manager
Take the initiative to build the skills and knowledge needed to do their job effectively; and
Collaborate with the Registry Finance team to support the financial needs of the organization
Contribute to process improvements to enhance efficiency and accuracy within the finance department
Associate’s or Bachelor's degree in Accounting, Finance, or a related field is preferred

Are you looking for an exciting opportunity to work in the financial services industry? We are looking for a Financial Advisor Assistant to join our team! You will be responsible for providing administrative support to our Financial Advisors, helping them to provide the best possible service to our clients. If you are a motivated individual with excellent organizational and communication skills, this could be the perfect job for you!

An Financial Advisor Assistant is responsible for providing administrative and operational support to the Financial Advisor. This includes managing client accounts, preparing financial documents, researching investments, and providing customer service. The Financial Advisor Assistant must have excellent communication and organizational skills, as well as a strong understanding of the financial industry. To become an Financial Advisor Assistant, you will need to have a high school diploma or equivalent. You may also need to complete additional training or certification courses in order to qualify for certain positions. Additionally, you should have a strong understanding of the financial industry and be able to work with clients in a professional manner.

Financial Advisor Assistant skills required for your resume and career include:

• Knowledge of financial products and services
• Excellent communication and customer service skills
• Ability to work independently and as part of a team
• Proficiency in Microsoft Office Suite
• Ability to analyze financial data
• Strong organizational and time management skills
• Ability to multitask and prioritize tasks

Financial Advisor Assistant knowledge for your resume and career include:

• Knowledge of financial markets and investments
• Understanding of financial regulations and compliance
• Knowledge of financial planning and portfolio management
• Understanding of financial analysis and risk management
• Knowledge of financial software and databases
• Understanding of financial accounting principles

Financial Advisor Assistant responsibilities for your resume and career include:

• Assisting the Financial Advisor with client accounts
• Preparing financial documents and reports
• Researching investments and providing recommendations
• Answering client inquiries and providing customer service
• Maintaining client records and updating account information
• Assisting with the preparation of financial plans

Financial Advisor Assistant experience for your resume and career include:

• Previous experience in the financial industry
• Experience working with clients in a professional setting
• Experience with financial software and databases
• Experience with financial analysis and portfolio management
• Experience with financial planning and risk management

Financial Advisor Assistant qualifications for your resume and career include:

• High school diploma or equivalent
• Additional training or certification courses in the financial industry
• Strong understanding of financial products and services
• Proficiency in Microsoft Office Suite

Financial Advisor Assistant educations for your resume and career include:

• Bachelor’s degree in finance, accounting, or related field
• Master’s degree in finance, accounting, or related field
• Professional certifications in the financial industry

Tools that help Financial Advisor Assistants work better include:

• Financial software and databases
• Spreadsheet software
• Financial calculators
• Online research tools

Good tips to help Financial Advisor Assistants do more effectively include:

• Stay organized and prioritize tasks
• Maintain accurate records and update account information
• Research investments and provide recommendations
• Communicate with clients in a professional manner
• Follow financial regulations and compliance

Common Financial Advisor Assistant interview questions include:

• What experience do you have in the financial industry?
• How do you stay organized and prioritize tasks?
• What financial software and databases are you familiar with?
• How do you ensure accuracy when preparing financial documents?
• What strategies do you use to research investments?