Associate Advisor

Job Title
Associate Advisor
Location
Fresno,  CA
Other Location
Description

Associate Advisor

**Job Announcement**

 

The Roush Group is currently searching for a motivated Associate Advisor to join its dynamic team. This position will be responsible for providing administrative support to the Advisors, including, but not limited to:

  • Maintaining a system for ongoing client data, review and service appointments               
  • Assisting with client service issues                                        
  • Preparing client paperwork                                                              
  • Creating financial planning reports and/or other written reports and presentations using Word, Excel, PowerPoint and various industry specific software              
  • Providing other administrative support as needed                                                                           

The ideal candidate will have:

  • Bachelor’s degree (Finance option preferred).
  • Minimum two years administrative experience in a professional environment. Financial planning experience a plus.
  • Life and Health Insurance License, Series 6, 65, or 63 is required.
  • Must have excellent verbal and written communication skills, strong computer skills (Microsoft Office), professional appearance, strong organizational skills, exceptional analytical skills, and the ability to multi-task with a high level of attention to detail.

 

Position offers competitive salary based on experience plus health benefits, 401k and paid vacation.

 

Apply online through Sierra HR Partners by June 30, 2018.

 

An EEO Employer.

Required Skills

Administration, Microsoft, MS Suite, Word, Excel, scheduling, data input, reporting, customer service, presentation, Finance

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