Position: Client Support Role
Location: San Francisco or Walnut Creek
Salary: Commensurate with experience, approximately $60,000 per year plus potential bonuses
About Us: Financial Planning Firm who strives to be the premier firm in the Bay Area for comprehensive planning. We pride ourselves on our service to our clients and having them feel like they are part of our family as we help them reach their goals. We also pride ourselves on creating a fun work environment with a strong camaraderie amongst the advisors and staff.
Job Description: We are seeking a dedicated and skilled Client Support Professional to join our team. The ideal candidate will possess excellent communication skills, a strong analytical mindset, and the ability to build and maintain client relationships. This role involves a mix of client interaction, financial analysis, and marketing efforts.
Key Responsibilities:
- Client Interaction:
- Call clients to schedule meetings and follow up on inquiries.
- Send emails to clients requesting information and confirming meetings.
Financial Analysis:
- Run analysis on clients' portfolios using financial planning tools and Morningstar analysis.
- Develop comprehensive financial plans tailored to clients' needs.
- Present investment recommendations to clients and prospects.
- Marketing and Networking:
- Engage in social media marketing to generate prospects.
- Attend networking meetings and help organize such events for other advisors.
Additional Tasks:
- Undertake various tasks as needed to support the team and enhance client service.
Qualifications:
- Preferred Financial Services Licenses.
- Proven experience in financial services
- Strong analytical skills and proficiency in financial planning tools
- Excellent communication and interpersonal skills
- Ability to work independently and as part of a team
- Familiarity with social media marketing and networking strategies
- Bachelor's degree
- 2+ Years experience in business office setting
- Legally authorized to work in the United States
Benefits:
- Competitive salary commensurate with experience
- Comprehensive benefits package offered.
- Opportunities for professional development and growth
- Supportive and collaborative work environment
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.