Internal ID: 1702914
Operating in conjunction with a team of Financial Advisors, use knowledge and skills obtained through education, training and experience to assist financial advisors with client development efforts managing the overall efficiency of their practice. Utilize appropriate resources to create, present and maintain presentations and proposals for clients and prospects. Essential Duties and Responsibilities: •Coordinate efforts to gather data and assist Financial Advisors in preparing responses to requests for client proposals. •Assist Financial Advisors with on-site presentations to clients and prospects •Obtains and maintains “leads” lists. •Calls and/or sends prospective and existing clients introductory letters offering services or inviting them to presentations. •Oversees coordination of meetings, presentations and client education events. Proposes topic of meeting, obtains appropriate guest speaker through vendor relationships and executes meeting logistics. •Assist Financial Advisors to customize their marketing materials, on-going client communication, pitch books, communication campaigns, and newsletters, •Assists in design, maintains and manages Internet web site for team of financial advisors. •If Series 7 licensed: - Assist with preparation of presentations and portfolio analyses for High Net Worth and institutional clients - May assist with client prospecting •Performs other duties and responsibilities as assigned.
•Company’s working structure, policies, mission, strategies and compliance guidelines •General investment concepts, practices, and procedures, used in the securities industry. •Principles and practices of marketing and client relations management tools •Financial services news and data resource tools •Financial Planning software tools •Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communications, spreadsheets, and databases. •Gathering, compiling and updating information and maintaining client relations management tools... •Preparing and delivering clear, effective and professional presentations. •Identifying the needs of customers through effective questioning and listening techniques. •Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment. •Continuously learn investment products. •Use appropriate interpersonal styles and communicate effectively, both orally and in writing, with all organizational levels. •Keep all appropriate parties up-to-date on decisions, changes and other relevant information. •Establish and maintain effective working relationships with others. •Provide high level of customer service. •Self-motivated and able to work independently. Educational/Previous Experience Requirements: •Associates degree and a minimum of two years marketing experience in a financial services environment or related work experience preferred. ~or~ •Any equivalent combination of experience, education, and/or training as approved by Human Resources. Licenses/Certifications: •None Required. •FINRA Series 7 Preferred.
JobAdministrative & Support ServicesPrimary LocationUS-FL-Lakeland-OrlandoOrganizationPrivate Client GroupScheduleFull-timeShiftDay JobTravelYes, 10 % of the Time