Options trader • fort worth tx
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The average salary range is between $ 29,250 and $ 200,000 year , with the average salary hovering around $ 100,000 year .
Summary
The Associate/Service Advisor reports to the Lead Advisor and serves as the primary contact for customer relationship management and account servicing. This position requires a strong understanding of the financial services industry and products, and is critical in handling the day-to-day client management on behalf of the Lead Advisor.
Essential Duties and Responsibilities
• Supports Lead Advisor of a large book of business including managing client needs regarding service, asset allocation, case design and financial planning
• Responsible for client meeting preparation and follow-up including assembling requisite paperwork, account reviews, report generation and meeting documentation
• Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
• Manage data and plans in financial planning software
• Learn the technical aspects of the advisor position and prepare to service clients independently
• Identify sales and asset retention opportunities; including viable alternatives when traditional solutions may not apply
• Deepen client relationships and establish credibility and rapport both in person and via phone
• Clearly articulate complex concepts to customers
• Proactively communicating with clients and following up on all contacts assigned
• Ability to manage and prioritize multiple and competing priorities on a daily basis in pursuit of business objectives
• Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
• Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
• Develop Centers of Influences such as community involvement, CPA’s and attorneys, etc.
• Other duties as assigned
Knowledge, Skills, and/or Abilities
• Strong understanding of financial services industry and diverse investment products
• Basic computer skills are essential (Outlook, Word, Excel and Power Point)
• Excellent communication skills, both verbally and in writing
• Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
• Ability to build relationships with clients and internal partners and influence others without direct control
Education and/or Experience
• Bachelor’s degree (finance, accounting or related field preferred)
• The ideal candidate will have 3+ years of experience in the financial services industry allowing for a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Previous experience in the independent financial services culture preferred
Certificates, Licenses, Registration
• Series 7 and 63 required
• Series 65/66 preferred (or ability to obtain)
• CFP or CIMA preferred
Knowledge, Skills, and/or Abilities
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