Creative Edge @ Focus Financial Network, Inc.

Compensation

Full Description

Fast growing wealth management team at an independent RIA with over $4 Billion under management. Team delivers advanced financial planning, tax strategy, and decision consulting to clients. This role is ideal for those seeking to grow into a lucrative career in financial services operations but maintain a high degree of work flexibility to manage work/life balance. We are especially interested in you if you like the idea of supporting a team to make a meaningful impact to clients lives as a result of your work and ideas. Why This Opportunity? • Competitive starting compensation for a hire with limited experience in wealth management admin. • Have history of high increases in compensation for high performing staff, our goal is to grow team members to top 10% talent who gets paid at the top 10% for their role in the industry. • Highly flexible work schedule. Can shift times around to meet personal needs; perfect for balancing family responsibilities with work. • True fully remote option Key Highlights & Job Duties • Participate in discussion and share ideas for delivering more value to clients, improving the client experience, and increasing team efficiency. • Be a first point of contact for clients as they call in with questions and operational needs. • Implement account openings, money movement, and various paperwork items for clients • Maintain and organize client details in several software systems such as Schwab Advisor Center, Redtail, Albridge OneView, MindJet Mindmanager, and eMoney Advisor • Serve as Executive Assistant to 2 lead advisors Desired Qualifications and Characteristics • At least 4 years of operations for a financial advisor, financial planner, or wealth management team • Possess a “no task is beneath me attitude” • Exhibit superior problem-solving skills and ability to sometimes complete projects with minimal guidance/assistance • Embody strong initiative and desire to identify and implement projects that would benefit the team • Possess ability to seamlessly switch between client servicing, team management and operations work • Intellectually curious and a quick learner. Perks and Benefits • 401(k) Plan with attractive company match that is 100% vested. • Company-subsidized medical, dental, short-term and long-term disability benefits • Flexible and generous paid time off (3.5 weeks) with company paid holidays. •