Associate Wealth Advisor
Doylestown, PA Doylestown, PA Full-time Full-time Estimated:
$61.
6K - $78.
1K a year Estimated:
$61.
6K - $78.
1K a year Job Purpose:
Responsible for providing advisor support and / or service to clients, with career track toward becoming a Lead Advisor on a client service team.
Serves as back-up to Client Relationship Specialist.
Essential Job Functions:
Identifies and fulfills client's financial planning needs.
Assures that client plans are executed and modified as needed.
Coordinate's client meeting preparation and meeting follow-up.
Participates in business development activities.
Participates in firm teams as assigned.
Interfaces with clients to provide exceptional service.
Provides backup client relationship support for advisors.
Interfaces with custodians as needed.
Assists in new client onboarding and account openings/transfers.
Contributes to team effort.
Competency:
To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Client Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability - Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Certificates, Licenses, Registration Must have a Series 65 and be working toward CFP registration and license, or have a CFP in order to allow for direct advice to clients.
Valid driver's license.
Other Skills and Abilities:
Must be client service and team oriented.
Must be able to use a PC proficiently.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit.
The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include ability to adjust focus.
Must be able to meet with clients onsite and offsite when necessary.
Hybrid position:
Must come into office a minimum of 2 days per week.
We thank you for your interest in JFS Wealth Advisors, LLC.
FBTPow6mJ6.
Estimated Salary: $20 to $28 per hour based on qualifications.
$61.
6K - $78.
1K a year Estimated:
$61.
6K - $78.
1K a year Job Purpose:
Responsible for providing advisor support and / or service to clients, with career track toward becoming a Lead Advisor on a client service team.
Serves as back-up to Client Relationship Specialist.
Essential Job Functions:
Identifies and fulfills client's financial planning needs.
Assures that client plans are executed and modified as needed.
Coordinate's client meeting preparation and meeting follow-up.
Participates in business development activities.
Participates in firm teams as assigned.
Interfaces with clients to provide exceptional service.
Provides backup client relationship support for advisors.
Interfaces with custodians as needed.
Assists in new client onboarding and account openings/transfers.
Contributes to team effort.
Competency:
To perform the job successfully, an individual should demonstrate the following competencies:
Problem Solving - Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully; Develops alternative solutions; Works well in group problem solving situations.
Technical Skills - Assesses own strengths and weaknesses; Pursues training and development opportunities; Strives to continuously build knowledge and skills; Shares expertise with others.
Client Service - Manages difficult or emotional customer situations; Responds promptly to customer needs; Solicits customer feedback to improve service; Responds to requests for service and assistance; Meets commitments.
Teamwork - Balances team and individual responsibilities; Exhibits objectivity and openness to others' views; Contributes to building a positive team spirit; Able to build morale and group commitments to goals and objectives; Supports everyone's efforts to succeed.
Ethics - Treats people with respect; Keeps commitments; Inspires the trust of others; Works with integrity and ethically; Upholds organizational values.
Professionalism - Approaches others in a tactful manner; Reacts well under pressure; Treats others with respect and consideration regardless of their status or position; Accepts responsibility for own actions; Follows through on commitments.
Attendance/Punctuality - Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.
Dependability - Takes responsibility for own actions; Commits to long hours of work when necessary to reach goals; Completes tasks on time or notifies appropriate person with an alternate plan.
Certificates, Licenses, Registration Must have a Series 65 and be working toward CFP registration and license, or have a CFP in order to allow for direct advice to clients.
Valid driver's license.
Other Skills and Abilities:
Must be client service and team oriented.
Must be able to use a PC proficiently.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is frequently required to sit.
The employee is occasionally required to stand; walk; use hands to finger, handle, or feel; reach with hands and arms and talk or hear.
The employee must occasionally lift and/or move up to 10 pounds.
Specific vision abilities required by this job include ability to adjust focus.
Must be able to meet with clients onsite and offsite when necessary.
Hybrid position:
Must come into office a minimum of 2 days per week.
We thank you for your interest in JFS Wealth Advisors, LLC.
FBTPow6mJ6.
Estimated Salary: $20 to $28 per hour based on qualifications.
|
|
 | |
