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Associate Wealth Advisor/Coordinator

Company: C-J Advisory, Inc.
Location: San Jose
Posted on: February 24, 2021

Job Description:

C-J Advisory, Inc., an established and reputable independent financial services firm that provides comprehensive financial planning and advice to individuals and families in the Bay Area and beyond is looking for the best and brightest to join our world-class team.Position Overview/SummaryThis position is responsible for building and maintaining long-term relationships with a portfolio of financially successful clients, either working with a more experienced advisor or on their own. This candidate will work closely with key firm personnel to provide a superior client experience across the full spectrum of the client's financial life. Responsibilities are varied, but will include preparing and maintaining client files, preparing recommendations, implementing recommendations and reviewing recommendations. The Associate Wealth Advisor will also be called upon to assist with administrative and support functions such as scheduling client appointments, greeting clients, answering incoming calls, receiving and processing investment checks, scanning and maintaining client information, and completing applications and forms. The role is also one in which the right candidate will feel comfortable stepping outside the traditional role description and provide support on an as-needed basis for critical firm initiatives.Position Responsibilities* Assists the lead advisor which includes answering client questions about investment issues and updating the CRM with all issues related to client communications and/or investments.* Follows up on leads to the firm and continues to develop new clientele/prospects* Follows the prescribed workflow process for planning or reporting activity in preparation for client meetings or reviews.* Meet with clients on a regular basis (either solo or alongside the firm's lead advisor) to review portfolio performance and overall financial plan - through use of various planning software programs.* Nurture and maintain strong relationships with clients, helping them to track their progress over time while providing ongoing consultation and support* Work closely with the firm's investment team and lead advisor to make client-specific recommendations and identify appropriate investment solutions.* Assist in creation of financial plans via eMoney, which includes data gathering and analysis, development of recommendations, implementation and ongoing portfolio management* Create and modify documents utilizing Microsoft Office including Word documents and Excel spreadsheets.* Create financial reports using existing documents as well as analyzing other data to produce relevant reports* Ensure workflow is handled at maximum efficiency, identifying and suggesting programs to improve company processes and procedures* Assist advisors and clients in completing application, enrollment and other forms as neededRequired Skills & Experience* Bachelor's degree in business, administration, accounting, finance, or similar field of study* Minimum of two years' experience in the financial services industry* Additional designations in Financial Services is a plus. CFP designation is highly desired.* Experience/Proficiency with Financial Planning Software Programs is a plus* Strong interpersonal skills* Strong time management and organizational skills* Exceptional oral and written communication skills* Ability to prioritize and manage multiple projects* Ability to recognize and provide solutions to problems* Proficient with Windows based software* Exhibit strong ethics, care for clients and a passion to go above and beyond* Desire to grow personally and professionally* Ability to increase the firm's assets under management* Have a positive and professional attitude, demeanor, and appearance* Must pass criminal and credit background checksCOVID-19 considerations:We are temporarily working remotely until otherwise notified.

Keywords: C-J Advisory, Inc., San Jose , Associate Wealth Advisor/Coordinator, Other , San Jose, California

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