As a Financial Advisor Assistant, you will play a crucial role in servicing clients by assisting with account setup and maintenance, executing trades, and managing money movement.
Responsibilities
A key aspect of your responsibilities will involve providing administrative support in financial planning, including data collection and entry. You will work closely with Financial Advisors to ensure seamless client experience and accurate recordkeeping. Additionally, you will contribute to client success by implementing portfolio management strategies and investment research. This position offers a great opportunity to expand your skills in the financial services industry and develop a strong foundation in client relationship management.
Qualifications
Join our team and embark on a rewarding career path where you can make a meaningful impact on clients' financial well-being while advancing your own professional skills and knowledge.
Excellent organizational skills
Strong attention to detail
Effective written and verbal communication skills
Desire to learn and grow in the finance industry
Ability to maintain client confidentiality
Prior experience in financial services
Customer service-oriented mindset
About Integrity Wealth Management
A boutique financial planning and wealth advisory firm led by Jennifer Griffis, CFP APMA for 25 years. We operate in three locations, St. Joseph and Kansas City, MO and Overland Park, KS. We are a high service firm with a systematized meeting schedule to best serve our clients. We offer an extensive range of money management services, from comprehensive financial planning and investment advisory services to estate and tax planning.