Associate Advisor, Financial Services

*Job Title:* Associate Advisor, Financial Services *Located: *San Juan Capistrano, CA *Job Description:* The Knoke Group is looking for a licensed Associate Advisor to join the team.
Responsible for providing exceptional service to clients in the area of financial planning, insurance, annuities, and a variety of administrative and clerical tasks in a fast-paced financial planning office.
Responsibilities in this role include, operational administrative processing related to the financial service industry, proficient product knowledge, providing professional friendly support to clients.
The ideal candidate for this role is reliable, resourceful, a good problem solver, organized and strong attention to detail, and has excellent interpersonal skills.
*Essential Duties and Responsibilities:* Duties include but are not limited to: o Responsible for all aspects of servicing and relationship management, including conducting client meetings, maintaining records and current contact information, and more.
o Review client portfolios and makes recommendations.
o Performs basic financial and insurance planning.
o Uses CRM to document and manage action items.
o Participates in marketing, compliance, and practice management responsibilities.
o Develops strategic relationships in the community.
o Facilitates prospects through an existing sales process.
o Collaborates with team members on best practices; both client facing and internal.
*Competencies:* To perform the job successfully, an individual should demonstrate the following competencies: o Has an in-depth understanding of individual client needs and objectives.
o Follows processes through completion to ensure timely resolution.
o Ability to present complex concepts and ideas in a professional and easily comprehendible way to clients in both written and verbal form.
o Must be self-driven, proactive and able to implement ideas quickly and efficiently with little or no supervision.
o Able to work under pressure and adapt to consistent changes within the industry.
o Ability to quickly learn specific product information, administrative systems, rules & regulations.
o Superior verbal and written communication skills.
o Strong organization & time/task management skills.
o Dependable, flexible, and willing to do whatever it takes to get the job done.
o Excited about working in an entrepreneurial environment in which your strong analytical problem-solving and decision-making skills and initiative have a direct impact on the success of the firm and team.
o Accuracy & attention to detail.
*Education and/or Experience:* MBA in Business, Finance, Economics, Administration, or equivalent related experience and/or training.
Series 7, 63, 65 and/or 66 are required.
Knowledge of investments, financial operations, insurance, annuities, and trusts are a must.
*About The Knoke Group:* We are committed to providing close, personal attention to our clients.
We take pride in giving our clients the assurance that the personal assistance they receive comes from years of advanced training, technical experience, and financial acumen.
Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.
For more information, visit us at https://www.
billknoke.
com/home.
html *How to apply:* If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of *Brian *and send to: careers @ financial advocates.
com.
Please use your last name somewhere in your resume's file name.
If you are a qualified candidate, we will respond by phone or email.
Please note, emails from us may go into your spam/junk file.
We look forward to hearing from you! Job Type: Full-time Pay: $50,000.
00 - $80,000.
00 per year Benefits: * Dental insurance * Health insurance * Life insurance * Vision insurance Schedule: * 8 hour shift * Monday to Friday Ability to Relocate: * San Juan Capistrano, CA: Relocate before starting work (Required) Work Location: In person