Financial Advisor Assistant
Howard Bailey Financial, Inc. - Asheville, NC

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The purpose of this position is to assist the senior advisor with servicing clients, and ensure smooth day-to-day operations of the practice. Position requires employee to perform industry specific tasks such as application submission and account transfer follow-up, client service work including beneficiary changes/withdrawals,incoming client service calls, database management, and client appointment preparation including updating client account summaries and gathering the correct product brochures and applications.

Knowledge, Skills & Abilities:
x Prior experience working in financial industry
x Highly organized with strong follow-through
x Process driven while completing tasks
x Ability to prioritize day-to-day tasks and issues
x Resourceful in problem resolution
x Phenomenal phone skills and ability to build trust with clients
x Operate with a proactive approach when dealing with advisor and clients
x Experience working in a fast-paced environment
x Ability to prioritize projects and manage time
x Demonstrates persistence to achieve quality
x Ambition to achieve industry designations

Minimum Requirements:
x Working knowledge of computers and software
x Not adverse to change
x Ability to learn quickly
x Prior industry experience
x Ability to pass licensing exams (Securities & Insurance)
x Sales Experience

Personal Skills:
x Enjoy completing and processing with paperwork
x Highly organized
x Desire to build relationships with people
x Sales experience
x Pleasant disposition
x Highly organized


About this company
Howard Bailey Financial was originally founded as Davenport Financial Services in 2002. In 2011 we decided to change our name to something...