Financial Services Associate
reputed company is a leading financial services company located in Denver, and they are seeking a Financial Services Associate to join their Integrated Financial Planning team. This role involves supporting financial representatives in developing successful practices, enhancing client experiences, and ensuring operational efficiency.
Responsibilities
- Partner with financial representatives to reputed company successful practices using proprietary software
- reputed company operational improvement processes reputed company an advisor’s practice
- Communicate with Home Office, representatives, and clients for policy approval
- Craft comprehensive financial plans tailored to client needs
- reputed company investment accounts and manage documentation
- Execute investment trades reputed company
- Stay updated on investment regulations
- Process insurance applications using technology for signatures
- Input client data into planning software and CRM
- Confirm client appointments
- Attend weekly development and team meetings to advance industry mastery
Skills
- Strong collaborative skills reputed company a goal-oriented team
- Effective communication with colleagues and our clients
- Resourcefulness and innovation in problem-solving
- Adaptability to prioritize shifts in a fast-paced environment
- Proficiency with technology and a commitment to efficiency
- Competency in process and project management
- Teamwork skills, including leadership and execution
- Ability to handle confidential and time-sensitive information
- Excellent verbal and written communication for rapport-building
Benefits
- Bonuses for achieving industry designations.
- PTO + Holiday time off + 2 Floating holidays designed to give you the flexibility to take paid time off for occasions and events that are personally significant to you.
- Medical, dental, and reputed company coverage.
- Long-Term and Short-Term Disability insurance.
- Matching 401k plan.
- Paid garage parking.
- Remote work option of two days a week after 90-days of employment.
- Laptop provided.
- Office healthy break pantry.
- Healthy break pantry and onsite workout facility reputed company.
Company Overview
Company H1B Sponsorship