Associate Advisor

Are you looking to join a successful team as a key member? Are you enthusiastic about customer service? Do you have great attention to detail and excellent follow through? Do you enjoy a culture and philosophy that puts the needs of clients first? Do you want to learn to how to grow your financial advisory career? Platinum Peak Advisors is looking for someone who possesses these skills to join our team as an Associate Advisor.

Platinum Peak Advisors, LLC is a holistic financial and estate planning, corporate and retirement benefits firm located in Fort Lauderdale, FL, focused on providing the highest integrity, independent advice to their valued clients. Our mission is to help clients align their financial choices with their most deeply held goals and values, focusing on places where wealth intersects life. We go beyond the technical aspects of wealth management and help our clients discover that wealth is more than money. The Client Service Associate will be a critical member of our team, helping drive the mission to help clients secure their financial futures. This candidate needs to exemplify excellent customer service, an entrepreneurial mindset, demonstrate strong problem-solving skills, and have a passion to learn, grow, and develop. This is a great opportunity for someone looking to build their long-term career in the financial services industry!

Job Summary

The Associate Advisor will work alongside the Financial Advisors and Financial Planning Associate to provide exceptional client service throughout the financial planning process. This position will be responsible for handling and resolving various client service requests, tracking new insurance and investment business to ensure completion in a timely fashion, and preparing Advisors for meetings with clients and following up items generated. We foresee this individual taking on additional responsibilities on their way to becoming a Lead Advisor.

Essential Duties and Responsibilities

Provide high-quality customer service and demonstrate creative problem solving to resolve client issues, provide timely information, and handle client service requests. Act as the key point person for tracking and monitoring the business to ensure it is processed efficiently, and resolving any outstanding requirements or issues throughout the process. Assist advisors with meeting preparation, including composing agendas, preparing quotes, and accurately preparing client paperwork.Prepare financial plans, and review plan options for clients. Assist with analysis, documentation, and administration of client investment portfolios.Provide support in creating and implementing workflows and procedures to streamline and improve efficiencies that will enhance the client experience.Interact with investment and insurance companies, as well as Platinum Peak Advisor’s back-office support team to establish new accounts and service existing accounts.

Core Competencies

Keen attention to detail, accuracy, thoroughness, and follow-throughClear and professional written and verbal communication skillsStrong problem solving and analytical skillsService oriented, engendering trust and confidence by clients and team membersStrong technology skills, with the ability to quickly learn and implement new technology toolsSelf-motivated with ability to take initiative and work independently, as well as collaborate with a team Meet deadlines and maintain a high level of organization and quality

Experience and Education Requirements

Bachelor’s Degree, preferably in Finance, Business, Accounting, Financial Planning, or related fieldProficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint)

Physical Demands - This is a largely sedentary role and may involve repetitive motions in the hands/wrists, as this role is dependent on consistent computer use during the workday.

Benefits – Medical insurance, long-term disability insurance, retirement plan with matching, paid holidays, and time off. Hybrid work schedule – 3 days in office/2 days remote.

Learn more about us on our website: https://www.platinumpeak.com/

Posted: Tuesday, April 9, 2024

Job # 177