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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
2. Financial Plan Production
  • 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
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 you've worked with similar tools)
  • Knowledge: Retirement income planning, tax-aware withdrawals, Social Security, portfolio construction
You'll 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 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 4 days ago
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