Location: Metairie, LA
Job Type: Full-time
Salary: $50,000 per year
About Us: Gregory Ricks & Associates is a growing financial advisory firm dedicated to providing exceptional guidance and support to our clients. We prioritize client satisfaction and continuous improvement in our advisory services. We’re seeking a team member who possesses a strong willingness to help others with an exceptional attitude, a nurturing and outgoing personality, and a professional image. Also, must have outstanding communication skills and a passion for delivering exceptional client service.
Job Summary: The Financial Analyst’s responsibility is to provide a cohesive illustration of the proposed plan as designated by the Advisor in accordance with Client specific needs/goals. The Client’s needs/goals are at the forefront of this position’s responsibilities, as it is important to accurately capture information regarding the Client’s current state and future goals concerning their financial picture. This role is essential to the interim steps leading from a Prospect’s Discovery Visit to Client Implementation.
Key Responsibilities:
- Prioritize daily tasks and issues related to case design and retirement planning
- Operate with a proactive approach to advisors, service, clients, and prospects
- Complete internal/external servicing requests with regards to case design
- Maintain CRM and update database with all applicable notes/steps related to case design
- Generate and provide financial reports to Advisors from statements, tax forms, social security, and pension docs
- Assist with the development of client case design
- Assist Advisors with pre-appointment preparation by gathering account values and completing review summary
- Scan and archive all notes/data/documents from prospect/client visits
- Assist with client acquisition and retention events
Qualifications & Requirements:
- An exceptional attitude, a nurturing and outgoing personality, and a professional image
- Bachelor’s degree in finance, business, management
- Insurance and Series 65 licensing strongly preferred
- Prior experience working in financial industry
- Detail oriented, process driven
- Highly organized with strong follow through
- Excellent time management skills
- Demonstrates persistence to achieve high quality work and provide superior service to clients
- Experience working in a fast-paced environment
- Proficient in Microsoft Office applications and software
- Problem solver
- Ability to work independently
Preferred Skills:
- Helping others attitude
- Client service oriented
- Desire to support a team approach
- Strong work ethic
- Flexible
What We Offer:
- Medical, Dental, Vision and Disability Insurance
- PTO
- Holidays follow Stock Market Holiday Schedule (for the most part)
- Flexibility
- Job Type: Full-time
- 401(k)
- 401(k) matching
- Flexible schedule
- Health insurance
- Paid time off
- Paid training
- Work Location: In person