Senior Support Advisor

Position Description

Title: Senior Support Advisor

Location: Scottsdale, AZ

Benefits: Yes

Status: Full time

Date: June 1, 2022

Job Summary

The Senior Support Advisor is an experienced Support Advisor position for someone with an in-depth knowledge of financial planning techniques who will provide technical support for the Principal of the firm. Responsibilities include data gathering, research, plan development, presentation development, attending client meetings, and implementing client strategies. The Senior Support Advisor will participate in client meetings and communicate directly with clients but not as the primary contact or lead advisor.

Duties and Responsibilities

The Senior Support Advisor can expect to focus in the following areas:

·   Gather, organize and synthesize client data within a financial planning context

·   Prepare client financial plans and presentations for review by Lead Advisor

·   Attend client meetings in a technical, supporting and learning role

·   Do follow up work from client meetings and conference calls

·   Communicate with clients to gather information and answer basic questions

·    Research options for client strategies

Qualifications

The Senior Support Advisor position requires the following qualifications:

·   Bachelor’s Degree from an accredited college or university

·   CFP^® and/or other industry designations or advanced degrees

·   Strong knowledge and ability to prepare client schedules in the areas of: Investments, Tax Projections, Estate Planning, Cash Flow, and other planning strategies

·   Proficiency with Excel, Word, PowerPoint and Outlook

·   Detail-oriented, accurate, organized, able to manage numerous tasks, set priorities

·   Strong written and verbal communication skills – must be able to communicate with clients clearly, concisely and confidently

·   Self-starter, takes initiative

·   Team player, collaborative, able to work with and through others

·   Desire/ability to work successfully in a small company environment

·   Must have a passion for personal finance and investing

Salary and Benefits

Pay/benefits are competitive based on industry standards.

·   Salary will be based on experience, financial planning knowledge and expertise

·   Bonus Potential

·   Benefits include STO, PTO, and 401(k), Cash Balance Plan

·   Financial support for continuing education requirements to maintain the CFP^® designation

Contact

·         David Rosenthal

·         Wealth Management Solutions

·         david@wmsus.com

·         480-609-4337

Wealth Management Solutions is an Equal Opportunity Employer