Financial Associate

Financial Associate

Are you looking for an opportunity to utilize superior client service skills and work one-on-one with client’s day? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our growing financial service firm in Lehi, UT, at Thanksgiving Point is seeking to add a Financial Associate to our team!

The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.

Company Description

Capital Wealth Advisors is a financial company located in Lehi, UT that evaluates and assesses clients' financial situations to provide recommendations that are in their best interest with honesty and transparency. Their professionals are both knowledgeable about finances and prioritize customer satisfaction and confidence in their financial future.

Job Description:

The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls and database management. It also includes para planning for client appointment preparation including updating client account summaries for their review meetings, gathering tax returns and financial statements, running a tax and risk analysis, requesting illustrations and any other details to prepare the lead advisor for his/her review meetings.

Retirement

We offer Roth 401(k)s with a 5% company match.

Let’s Stay Healthy

Select Health Select Med group health insurance plan with a great provider network.

It’s the same health insurance that the owners have for themselves.

We pay for your health, dental and vision insurance.

Paid time-off to go to the doctor, dentist, optometrist etc.

Hungry?

Free lunch weekly, coffee, drinks and snacks — all on-site

You Look Like You Workout.

Free onsite gym membership

Want To Lend a Hand?.
We support these charities:

Toys for Tots

Primary Children's Hospital & Ronald McDonald House

Wow, You’re Smart.

We’ll pay for you to obtain your life insurance license, health insurance license and Series 65 securities registration.

We’ll even pay for your Certified Financial Planner® testing.
Want to get your CPA license? Let’s do it.

Key Skills:

• Strong organizational skills
• Excellent communication; written and verbal
• Attention to detail and accuracy
• Proactive management style and consistent follow-through

Minimum Requirements:

• Associates Degree required
• Financial Industry experience required
• Securities and insurance licensed required
• Financial firm, credit union or banking experience required
• 1+ years working alongside a Financial Advisor in a fast-paced office environment required
• Experience with MS Office Suite and the ability to learn new software quickly
• CRM experience - Salesforce preferred

Responsibilities:

This Financial Associate will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include:

• Receive incoming client service calls in a friendly manner
• Complete each service request and resolve client issues
• Input notes into CRM and keep updated
• Coordinate and follow up on each client transfer
• Review application prior to submission
• Prepare client review summary for upcoming appointments
• Maintain professional communication with clients and staff
• Assist with client updates, reports, and mailings

Job Type: Full-time

Pay: $70,000.00 - $85,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Parental leave
• Professional development assistance
• Vision insurance

Schedule:

• 8 hour shift

Work setting:

• In-person

Experience:

• Financial Industry: 1 year (Required)

License/Certification:

• Securities and Insurance (Required)

Work Location: In person