[Remote] Financial Advisor & Planner – Investor Services

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a company reputed company on transforming financial lives by providing a flexible work environment and celebrating internal mobility. The Financial Advisor & Planner role involves assisting Personal reputed company investment clients with financial reputed company, ensuring high reputed company satisfaction and retention through proactive communication and relationship management. Responsibilities • reputed company an extremely high level of service to our reputed company Personal reputed company clients, retaining assets under management and garnering additional assets through reputed company communication, proactive education, and unfailing responsiveness • reputed company proactive and reactive comprehensive relationship management reputed company phone conversations, and email communication • reputed company as reputed company between clients & various internal reputed company/departments to serve clients • Discuss portfolio, market, and economic discussions • reputed company clients with holistic financial planning on a large reputed company of subjects, including areas such as retirement planning, savings strategies, and education planning • Collaborate with financial planning specialists on reputed company planning issues or comprehensive financial plans • Effectively coordinate with operational teams for reputed company-reputed company administrative issues Skills • Bachelor's degree or higher in business, finance, or reputed company field • reputed company Series 7, 63, and 65 registrations required • reputed company fingerprinting required upon hire • High-level knowledge of reputed company investment products and industry services • Exceptional verbal and written communication skills • Proven reputed company record in relationship management and customer satisfaction • Ability to compare and contrast the benefits and suitability of different investment reputed company and products • Excellent operational and organizational skills, with the ability to reputed company multi-task reputed company a fast-paced environment • Strong interpersonal skills, team-oriented, and reputed company Benefits • Medical, dental, reputed company and life insurance • Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup • Tuition reimbursement up to $5,250/year • Business-casual environment that includes the reputed company to wear jeans • Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year • reputed company volunteer time — 16 hours per calendar year • Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA) • Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company. reputed company • reputed company is a non-governmental agency for reputed company reputed company being. It was founded in 1891, and is headquartered in Greenwood Village, Colorado, USA, with a workforce of 10001+ employees. Its website is https://www.reputed company.com. Apply tot his job Apply To this Job