Assistant Advisor
Keenbee Talent Solutions
Date: 1 week ago
City: Santa Fe, NM
Contract type: Full time
Job Summary
The assistant advisor will work with a senior advisor and client services staff in a team
responsible for managing accounts and client relationships. You will interact frequently
with clients and assist in delivering financial planning, investment management, and other
advisory services. You will also be involved with marketing and business development
projects and assist with onboarding new clients. In the process, you will become familiar
with all aspects of ongoing client services and gain experience with markets, investments,
portfolio management, and a range of supporting software applications. Assistants who
meet performance goals and gain professional licenses and certifications may progress to
have responsibilities for managing client relationships and investment portfolios and have
other opportunities for professional advancement.
Duties and Responsibilities
The Assistant Advisor’s Work And Responsibilities Include
follow-up actions).
retirement planning and other goals.
Qualifications
We are seeking candidates who have the following qualifications:
Pay/benefits are competitive based on industry standards.
Keenbee Talent Solutions is a Native Alaskan Women owned sdb specializing in the placement of highly skilled professionals in Accounting and Finance, IT/MIS and Biomedical. Keenbee has been in business since 1997 servicing New Mexico and the surrounding states with high results. Keenbee Talent Solutions is an equal opportunity employment agency. We do not discriminate based on race, color, national origin, religion, ancestry, sex, age, disability, serious medical condition, spousal affiliation, sexual orientation, gender identity, or other classifications protected under the law.
The assistant advisor will work with a senior advisor and client services staff in a team
responsible for managing accounts and client relationships. You will interact frequently
with clients and assist in delivering financial planning, investment management, and other
advisory services. You will also be involved with marketing and business development
projects and assist with onboarding new clients. In the process, you will become familiar
with all aspects of ongoing client services and gain experience with markets, investments,
portfolio management, and a range of supporting software applications. Assistants who
meet performance goals and gain professional licenses and certifications may progress to
have responsibilities for managing client relationships and investment portfolios and have
other opportunities for professional advancement.
Duties and Responsibilities
The Assistant Advisor’s Work And Responsibilities Include
- Ensuring timely responses to client correspondence and inquiries.
- Improving the client review process and participating in client meetings (planning,
follow-up actions).
- Assisting with account administration, transfers and money movements, and other
- Contributing to financial planning projects, including collecting and inputting data,
retirement planning and other goals.
- Assisting with trade calculations, performance measurement, and investment
- Developing expertise in our firm’s technology within your first year of employment,
- Identifying opportunities to improve client relationships and communications and
Qualifications
We are seeking candidates who have the following qualifications:
- 2-3 years of experience in a financial services environment.
- Bachelor’s degree from an accredited college or university.
- Well organized, with superior attention to detail and the ability to manage multiple
- Strong sense of personal and professional ethics and integrity.
- Interest in learning about our firm, investments and financial markets, and socially
- Desire to gain Series 65 registration and CFP designation within the next few years.
- Proficiency in spreadsheets and demonstrated ability to learn new software
- Excellent writing, speaking, and listening skills.
- Desire/ability to work successfully in a small company environment.
Pay/benefits are competitive based on industry standards.
- Salary will be based on experience.
- Bonus based upon achievement of individual and team goals.
- Health care, 401(k), and generous vacation/holiday benefits.
- Partial or full financial support for professional accreditation and other
Keenbee Talent Solutions is a Native Alaskan Women owned sdb specializing in the placement of highly skilled professionals in Accounting and Finance, IT/MIS and Biomedical. Keenbee has been in business since 1997 servicing New Mexico and the surrounding states with high results. Keenbee Talent Solutions is an equal opportunity employment agency. We do not discriminate based on race, color, national origin, religion, ancestry, sex, age, disability, serious medical condition, spousal affiliation, sexual orientation, gender identity, or other classifications protected under the law.
How to apply
To apply for this job you need to authorize on our website. If you don't have an account yet, please register.
Post a resumeSimilar jobs
Substitute Teacher - No Experience Needed!
Copilot Careers,
Santa Fe, NM
1 day ago
Make an impact - Develop career skills - Flexible scheduleWe're hiring substitute teachers for a top education client to fill immediate openings in Santa Fe Public Schools.Accepting applications from both certified substitute teachers and those with no teaching experience. Our hiring coordinators are ready to help you through the entire application and onboarding process.Job DescriptionSubstitute teachers carry out the daily...
Occupational Therapist
Ambercare,
Santa Fe, NM
10 months ago
Come work for one of the largest Home Health Care companies in the State of New Mexico. Ambercare is dedicated to your personal and professional growth through management training and employee appreciation. We also give back to the community by helping homebound persons remain in their homes by providing short-term financial assistance and locating community services. Come work for a...
Travel Nurse RN - PCU - Progressive Care Unit - $2,515 per week
Anders Group,
Santa Fe, NM
11 months ago
Anders Group is seeking a travel nurse RN PCU - Progressive Care Unit for a travel nursing job in Santa Fe, New Mexico.Job Description & RequirementsSpecialty: PCU - Progressive Care UnitDiscipline: RNStart Date: 11/06/2023Duration: 13 weeks36 hours per weekShift: 12 hours, flexibleEmployment Type: TravelAnders Group Job ID #665134. Pay package is based on 12 hour shifts and 36 hours per...