Support Advisor - Pacific Northwest Consultants - Spokane, Washington
Core
Provides technical support to Lead Advisors and Service Advisors by developing financial plans, gathering data, and preparing presentation materials for clients.
Role type
Support Advisor (Financial Planning)
Builds
Financial plans, presentation materials, and client account documentation
Domain
Financial Services / Wealth Management
Required skills
Financial planning, data entry, client relationship management, regulatory compliance, trade order processing, software proficiency
Preferred skills
Securities and Life/Health/Annuities registration, 3+ years customer service experience, financial services background
Technologies
Salesforce, MoneyGuide Pro, Morningstar, Wealthscape
Responsibilities
Enter client information into various systems, prepare and update financial plans and presentation material, research and respond to client inquiries, finalize and track client account paperwork, update client information in planning tools, assist Financial Advisors in meeting preparation, handle post-meeting tasks
Seniority
Individual Contributor, Support Level