Junior Financial Advisor

Junior Financial Advisor

We are seeking a highly motivated individual with meticulous attention to detail, and a focused and strong work ethic to fulfill the Junior Financial  Advisor role with Burns Estate Planning and Wealth Advisors a Prime Capital Investment Advisors, LLC. Prime Capital Investment Advisors, LLC, a leading Investment Advisory Firm focused on individual wealth management, qualified plans, and the education of plan participants, truly cares about their clients and staff. Our standards are to be the very best and Burns Estate Planning Wealth Advisors aPrime Capital Investment Advisors, LLC is looking for people with the drive, enthusiasm, professionalism, and values we hold so important to work as a Junior Financial Advisor, based in our Hammond, LA corporate office.

About the role:

As a Junior Financial Advisor, your primary responsibility will be to provide exceptional Customer Service and Support. You will work closely with clients to understand their financial goals, risk tolerance, and investment preferences, and provide personalized advice and recommendations.

You will work closely without other Advisors, providing assistance with client calls, trading, Roth conversions, RMDs, and any other transactions.

Responsibilities

-Build and maintain strong relationships with clients, acting as their primary point of contact for all financial matters, ensuring they are called every 45 days.

- Conduct thorough financial assessments to understand clients' current financial situations and develop tailored financial plans.

- Provide guidance on investment strategies, asset allocation, retirement planning, and other financial decisions.

- Monitor and review clients' portfolios regularly, making adjustments as needed to ensure alignment with their goals and market conditions.

- Stay up-to-date with market trends, economic developments, and regulatory changes that may impact clients' investments.

- Collaborate with other team members, such as portfolio managers and research analysts, to deliver comprehensive financial solutions.

- Proactively identify opportunities to deepen client relationships and generate new business through referrals and cross-selling.

- Assist with account opening, servicing paperwork, and transfers.

- Attending client meetings, events, and assist marketing with radio/tv content

Skills:

• Ability to quickly form and maintain positive, productive relationship with advisors

• Ability to work and make decisions independently, with minimal supervision

• Team player

• Detail-oriented

• Accurate keyboarding and computer skills

• Excellent communication skills, both written and verbal

• Excellent client service skills

• Superior attention to detail and follow through

• Excellent organizational and time-management skills; ability to successfully multitask, prioritize, and manage multiple tasks, projects, and assignments

• Critical thinking skills

• Problem solving skills

• Strong technology skills

• Ability to adapt quickly and positively to change in financial

Requirements: Education/Experience

Minimum 3+years

Must have a Series 65 or equivalent

Louisiana Life Insurance License

Benefits:

• Health, Dental, Vision, HSA

• LT/ST Disability, Group Life and Voluntary Group Life, Voluntary AD&D

• 401(k)

• PTO

• Paid Holidays

• Great team environment