Job description

Senior Registered Sales Assistant / Para Planner – Wealth Advisors

The Beacon Group of Companies is a broad-based financial services firm that offers companies comprehensive advice on employee benefits, business insurance and financial services.

About Us

Beacon Financial Services (A Member of the Beacon Group of Companies) has over 20 years of industry leading expertise offering companies and individuals comprehensive advice on insurance, investing and Corporate Retirement Plans. Our experienced advisers in each of these areas provide unbiased insurance and investment consulting. We become the advocate for the client in the buying process and introduce the right specialist to address client needs.

About the Job

The registered financial assistant is a sales and client relationship support position expected to enhance the client experience by providing exceptional client service.

This position is ideal for a creative and organized professional who has outstanding administrative skills and is looking to learn, grow, and develop professionally in the Wealth Management Arena... Our ideal candidate is a detailed-oriented self-starter with the ability to take initiative and work with minimal supervision. The candidate must be a team player with a flexible attitude and the ability to prioritize workload, multi-task, and meet required deadlines in a fast-paced environment. Integrity, professionalism, and excellent communication skills are essential.

Responsibilities

Administrative and Sales support to our Wealth Management Financial Advisor Team

• Assist Financial Advisor(s)with sales, service, and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence.
• New Client On-boarding, manage documents for accuracy and completeness.
• Use of docu-sign, scanning and electronic filing
• Perform basic money movement functions.
• Process trades as directed by the Financial Advisor.
• Process trades and rebalancing in the firms Model Portfolio’s
• Monitoring and Processing RMD’s
• Preparing for and attending client review meetings
• Implementing plan of action derived from client review.
• Creation and maintenance of workflows
• Research client and security information through the back-office system.
• Ensures required client paperwork is current with firm and industry compliance standards.
• Maintains databases and creates reports using Salesforce.
• Participates in and receives cross-training, as well as assists with other operational functions as required.
• Performs other duties and responsibilities as assigned.

Exposure to Para Planning

• Reviewing the meeting notes of the Advisor regarding client goals
• Discussing and formulating the Financial Plan in concert with the advisor
• Completing the data entry into E Money
• Illustrating the different scenario projection and formulating recommendations
• Preparation of the Financial Planning Document

Must be an extraordinary individual possessing both people skills and the ability to perform accurate detail work Applicants should have a minimum 3 years experience as a Registered Sales Assistant. Applicants must have experience with on-line trading, client service and compliance. Having Series 7 & 24 and a background with our clearing house LPL Financial (Client Works) is a major plus.

Required Skills

• Our ideal candidates will have the Series 7, 63 and Series 24 licenses, 3 years of relevant experience, thrive in a fast-paced environment, are goal-oriented, possess a great attitude, and communicate extremely well.
• Bachelor’s degree or equivalent combination of education/experience
• Personal or professional track record of achievement
• Highly professional work ethic
• Ability to handle multiple responsibilities and take initiative.
• Excellent organizational and time management skills
• Excellent customer service and verbal communication skills
• Experience with Salesforce or other customer relationship management (CRM) database software is a plus.
• Proficient in Microsoft 365
• Experience with Morningstar Advisor workstation

Benefits:
We value hard work, integrity, and commitment to positive change. In return for your service, our firms offer you benefits and rewards that support your life and well-being.

Benefits offered after first 90 day:

• Health
• Dental
• Vision
• Life
• Disability
• 401(k)

We are looking to hire a highly talented and coveted individual and are willing to offer a VERY GENEROUS compensation package to the right candidate. Salary depends on the skills indicated, salary range $75,000 to $90,000.

Job Type: Full-time

Pay: $75,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Vision insurance

Experience level:

• 3 years

Schedule:

• Monday to Friday

Travel requirement:

• No travel

Work setting:

• Hybrid remote

Ability to commute/relocate:

• Wayne, PA 19087: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial services: 3 years (Required)

License/Certification:

• Driver's License (Preferred)

Work Location: Hybrid remote in Wayne, PA 19087

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