H Cap Connect, LLC.
Associate Wealth Advisor
H Cap Connect, LLC., Altoona, Pennsylvania, us, 16603
An established but growing wealth management firm located in Altoona, PA, is looking for an Associate Wealth Advisor to join the firm.
This position manages existing client relationships, either working with a more experienced advisor or individually. The individual may formulate and implement advice but may also rely on technical specialists to develop product, investment, or planning recommendations.
Position ResponsibilitiesAssists the lead advisor as a "Client Relationship Manager," which includes answering client questions about investment issues and updating the CRM with all client communications and/or investment issues.Develops clientele of their own.Follows up on leads to the firm.Follows the prescribed workflow process for planning or reporting activity in preparation for client meetings or reviews. Handles the Onboarding Checklist:
Performs Discovery Meeting prep - Assists advisor in the preparation of initial meeting with prospectAttends Discovery Meeting with advisor, take notes to be added to CRM (RedTail)Performs Solutions Meeting prep - Assists advisor in the preparation of solutions meeting with prospects, which may include the use of financial planning software such as eMoney or MoneyGuideProPuts together client paperwork package, financial planning overview, and fee information with the help of adminPerforms Implementation Meeting prep - Assists advisor in the preparation of implementation meeting with prospective clientActivates clients in financial planning softwarePreps for 45-day reviewLogs all activity into CRMHandles the Client Review Checklist: Runs financial planRuns household accounts reportRuns asset allocation model reviewCreates financial plan review with planning software for accounts under our managementRuns performance report
Works with the lead advisor on client event presentationsRequired Skills & Experience
Bachelor's degree in business, administration, accounting, finance, or similar field of studyMinimum of two years ' experience in the financial services industrySeries 7, 63, 65, and Life Insurance licensedStrong interpersonal skillsStrong time management and organizational skillsAbility to prioritize and manage multiple projectsAbility to recognize and provide solutions to problemsExhibit strong ethics and a desire to help clients and give them extraordinary serviceMust want to grow and develop your business, consistently adding to the firm's assets under management and revenueMust pass criminal and credit background checks.This is a salary plus commission role.
This position manages existing client relationships, either working with a more experienced advisor or individually. The individual may formulate and implement advice but may also rely on technical specialists to develop product, investment, or planning recommendations.
Position ResponsibilitiesAssists the lead advisor as a "Client Relationship Manager," which includes answering client questions about investment issues and updating the CRM with all client communications and/or investment issues.Develops clientele of their own.Follows up on leads to the firm.Follows the prescribed workflow process for planning or reporting activity in preparation for client meetings or reviews. Handles the Onboarding Checklist:
Performs Discovery Meeting prep - Assists advisor in the preparation of initial meeting with prospectAttends Discovery Meeting with advisor, take notes to be added to CRM (RedTail)Performs Solutions Meeting prep - Assists advisor in the preparation of solutions meeting with prospects, which may include the use of financial planning software such as eMoney or MoneyGuideProPuts together client paperwork package, financial planning overview, and fee information with the help of adminPerforms Implementation Meeting prep - Assists advisor in the preparation of implementation meeting with prospective clientActivates clients in financial planning softwarePreps for 45-day reviewLogs all activity into CRMHandles the Client Review Checklist: Runs financial planRuns household accounts reportRuns asset allocation model reviewCreates financial plan review with planning software for accounts under our managementRuns performance report
Works with the lead advisor on client event presentationsRequired Skills & Experience
Bachelor's degree in business, administration, accounting, finance, or similar field of studyMinimum of two years ' experience in the financial services industrySeries 7, 63, 65, and Life Insurance licensedStrong interpersonal skillsStrong time management and organizational skillsAbility to prioritize and manage multiple projectsAbility to recognize and provide solutions to problemsExhibit strong ethics and a desire to help clients and give them extraordinary serviceMust want to grow and develop your business, consistently adding to the firm's assets under management and revenueMust pass criminal and credit background checks.This is a salary plus commission role.