Associate Financial Advisor at Teksky

What Youll Own Day-to-Day 1. Wealth Management Operations & Client Service Handle account opening transfers and pending applications Field client service calls: distributions statements account questions etc. Handle day-to-day account maintenance including money movement rebalancing tax-loss harvesting etc. Maintain clean records in CRM and compliance systems 2. Financial Plan Production Build complete financial plans from discovery data using RightCapital and other tools which youll combine into a proprietary Retirement Blueprint deliverable Document and refine workflows as you master them so the process can be scaled and delegated over time Prep lead advisors on plan details and specific recommendations Join plan delivery meetings as the technical expert to explain recommendations About You Licensing: Series 7 and 66 or ability to obtain within 90 days Credentials: CFP preferred; CFP/ChFC in-progress with < 18 months to completion considered Experience: 3-5 years in paraplanning associate advisor or wealth management ops Technical: Experience with financial planning software (we use RightCapital easy to learn if youve worked with similar tools) Knowledge: Retirement income planning tax-aware withdrawals Social Security portfolio construction Youll thrive here if you: Like being the expert behind the scenes more than chasing a sales quota Are comfortable talking to clients answering questions and explaining strategies even if youre not closing deals Document processes improve them and dont need to be chased for follow-through Want zero cold-calling seminar travel or sales quotas and prefer to win by doing exceptional planning and service Key Skills Business Development,Estate Law,Sales Experience,Trusts,Wealth Management,Financial Services,Investment Experience,Military Experience,Securities Law,Customer relationship management,Financial Planning,Wills Employment Type : Full Time Experience: years Vacancy: 1