Associate Financial Assistant

Job Description


Position Overview

Ultimate Staffing Services is actively seeking an experienced Associate Financial Advisor to join their client's team. The ideal candidate will be located in Irvine, CA and play a pivotal role in preparing financial plans, facilitating client communications, and supporting strategic financial documentation efforts. This position offers a dynamic opportunity for growth and development within the financial advisory field.
Responsibilities

• Preparing financial plans through data gathering, evaluation, organization, and input.
• Handling individual product solutions by running planning software and facilitating interactions with support groups.
• Communicating with clients regarding their financial situations and objectives.
• Preparing strategic documentation for client appointments.
• Utilizing a strong financial planning software background, including tools like SunGard, eMoney, and NaviPlan.
• Understanding financial planning concepts and recognizing personal and corporate financial documents.
• Utilizing superior technical skills, including comfort with financial planning software and investment analytical tools like Morningstar Workstation.
• Exhibiting strong analytical skills with a background in computer systems, mathematics, or finance preferred.
• Demonstrating excellent listening, oral, and written communication skills, including presentation and interpersonal skills.
• Providing superior customer service with a focus on quality.
• Maintaining a strong client focus and the ability to independently and proactively analyze and resolve customer service issues.
• Possessing a background in the Investment Advisory business.

Qualifications

• Four-year college degree.
• Two+ years working on financial plans, with an investment background in mutual funds, annuities, or life insurance concepts.
• At least two years of experience with financial planning software.
• FINRA Series 6 or 7, 63 and 65 or 66 a plus, or willingness to acquire them.
• Industry designation(s) a plus (CFP, CLU®, CHFC®, etc.).

Required Work Hours

Monday to Friday, standard business hours.
Benefits

The position offers a competitive annual salary of $90,000 to $100,000, depending on experience.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.


Job Reference: JN -032026-418173