Associate Financial Advisor
Teksky LLC
What You'll 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
- Build complete financial plans from discovery data using RightCapital and other tools, which you'll 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
- 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 you've worked with similar tools)
- Knowledge: Retirement income planning, tax-aware withdrawals, Social Security, portfolio construction
- 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 you're not closing deals
- Document processes, improve them, and don't 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
Vacancy posted 2 days ago
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