Join Our Team!
Our firm is always growing. Each member of our team plays an integral part in moving our business forward. We work together to help grow the business, and we have fun while doing it. We provide benefits including competitive salaries, health insurance, matching 401(k) and vacation time. If you want to be part of our team, email your resume to info@gregoryricks.com.
Financial Analyst / Case Design
Gregory Ricks & Associates, Inc. - Metairie Office
We are seeking a team member to join our growing, client-focused, high-touch financial services firm in our Metairie office. Our ideal candidate will possess 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.
Objective
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.
Job Duties
DAILY TASKS INCLUDE, BUT ARE NOT LIMITED TO:
- 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
Minimum Requirements
- An exceptional attitude, a nurturing and outgoing personality, and a professional image
- Bachelor’s degree in Finance, Business, Management
- Insurance licensing strongly preferred and Series 65 (preferred)
Knowledge, Skills & Abilities
- Prior experience working in the 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
Personal Skills
- Helping others attitude
- Client service oriented
- Desire to support a team approach
- Strong work ethic
- Flexible
What We Offer
Benefits
- Medical, Dental, Vision, and Disability Insurance
- PTO
- Holidays follow Stock Market Holiday Schedule (for the most part)
- 401k Matching
- Flexibility
Team Focused
- Teammates and Leadership are there to assist when you need help
Open-Door Management
- Feedback in all areas welcomed
Excellent Environment
- An entrepreneurial spirit, fast-paced environment, but with a strong belief in work-life balance
Job Details
Job Type: Full-time
Salary: $45,000.00 - $55,000.00 per year
Benefits: 401(k), 401(k) matching, Dental insurance, Flexible schedule, Health insurance, Paid time off, Vision insurance,
Schedule: Monday to Friday
Education: Bachelor's (Required)
Work Location: In person
