Position: Advisor Associate
Division: PKS Investment Advisors Date: October 30, 2017
Assist Financial Planner or Investment Advisor with managing client relationships and portfolios and, participating in the advanced planning process to address investment, retirement, estate, and tax considerations.
Essential Duties and Responsibilities
Learns and understands the PKS Investment Advisors investment philosophy, working knowledge of all offerings to clients, supports the advisor by monitoring the clients’ asset allocation, rebalancing of portfolios, trade recommendations and submissions, tax loss harvesting recommendations and executions, cash reports to monitor availability of recurrent withdrawals and advisory fees, diligent recording of client communication in CRM, learn and utilize financial planning software, portfolio analysis input, preparation for client progress meetings and participation in client meetings.
Become the specialist for our retirement plans offering including servicing existing plans, conducting participant meetings, maintaining all necessary documentation, communicating directly with plan sponsors, facilitate plan conversions and assist advisors as needed.
Education and/or Work Experience
BA Degree and or relevant experience. A strong willingness to learn and an unmatched work ethic may be accepted in lieu of experience. We will train the right person.
Currently, securities licensed or willing to become licensed. Strong communication and listening skills. Problem resolution skills. Attention to detail, accuracy; and timeliness are paramount. Must be proficient with Excel and Word.
Send resumes to firstname.lastname@example.org