Financial Services Associate

Balanced Approach Wealth Management is dedicated to providing personalized financial services tailored to the unique goals and timelines of individuals and couples. They are seeking a Financial Services Associate to support financial advisors, manage client communications, and assist with financial planning processes.

Responsibilities

• Managing meeting calendars: schedule meetings, send confirmations, and manage follow-ups before and after meetings
• Support advisors with meeting preparation and post-meeting follow-ups
• Answer incoming calls from clients and prospective clients in a professional and welcoming manner
• Reach out to clients and prospects to gather initial client profile information and required documentation
• Prepare client paperwork and ensure all documents are properly completed, signed, processed, and paid
• Track paperwork status and follow up to ensure timely completion
• Maintain accurate and organized client records and task workflows using Redtail CRM
• Receive financial data from clients
• Accurately enter client data into financial planning software
• Conduct basic reviews of financial data to identify discrepancies, missing information, or inconsistencies
• Flag issues or questions for advisor review
• Assist with creating basic financial planning and divorce planning reports
• Assist with basic marketing activities, including:
• Sending birthday cards, holiday cards, and other client mailings
• Creating and scheduling weekly social media posts
• Provide general administrative support as needed

Skills

• Strong Verbal & Written Communication skills
• Organizational skills and attention to detail
• Strong Analytical Skills
• Bachelor's degree in Finance, Economics, Business, or a related field is preferred
• Experience in Finance and Financial Services, including financial planning and investment management is preferred
• Experience with financial planning software and tools is a plus (we use eMoney / WealthVision & Family Law Software)
• Experience with CRM systems is a plus (we use Redtail CRM)

Benefits

• 401(k) with employer match
• Health insurance
• Paid vacation and time off

Company Overview