Advisor Employee Services
  • Client Service
  • Beavercreek, OH, USA
  • $33,000
  • Base + Commission
  • Full Time

Financial Coordinator to Junior Advisor
A continuously growing financial planning firm located in Beavercreek, Ohio is looking for a Financial Coordinator to Junior Advisor. This individual will be responsible for assisting with servicing clients and supporting the Financial Advisor in a variety of pertinent tasks. The entire financial planning firm and president in Beaver Creek, Ohio have dedicated over three decades to providing financial services to their clients and the continuous growth has prompted them to hire additional personnel. This is a great opportunity for a detail oriented, self-motivated individual to excel in a fast-paced, challenging environment. The below job description outlines the responsibilities for this amazing opportunity:

Job Description 
Duties include processing all client paperwork, preparing support materials and reports for Advisor, coordinating and following up on client transactions; all while exhibiting extreme attention to detail in execution. The ideal candidate for this Financial Coordinator to Junior Advisor role will have previous industry experience, high attention to detail, excellent customer service skills, and the ability to work independently as well as in a team environment.

Minimum Requirements:
• Financial Industry experience (preferred)
• 2 + years working alongside a Financial Advisor in a professional office environment
• Experience with MS Office and the ability to learn new software quickly
• Ability to obtain necessary licensing and maintain license;
      1. Series 7 or 66, Life & Health

This position requires that you possess the following skills:
• Strong organizational skills
• Excellent communication
• Attention to detail and accuracy
• Consistent follow-through

The Financial Coordinator to Junior Advisor will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for Client appointments. Other daily, weekly, and/or monthly tasks may include:

• Create and update support materials and reports for Advisor
• Input notes to database/CRM and keep updated
• Create appropriate Client files; logging and filing all paperwork
• Coordinate and follow up on each client transfer
• Resolve client complaints and issues
• Aid in design and modification of PowerPoint Presentations
• Review application prior to submission
• Maintain compliance documentation
• Meet with Advisor weekly to review appointments and cases
• Maintain professional communication with clients and staff
• Assist with Client update reports and mailings

Office Administration:
Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:
• Act as a back-up to other office personnel during lunch hour, vacation, sick days
• Help to keep database up to date and accurate
• Maintain a clean and professional office
• Greet Clients
• Assist with marketing efforts/client events as needed


Presented by Meek Rainey Group, LLC
Thank you for your interest in this role.  Meek Rainey Group, LLC, a consulting firm located in Olathe, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs.  Please take a moment to explore our website and the services provided.  We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors.  If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

Due to the volume of response to our postings - please do not contact the office or email us individually.  The best way to be considered for this position will be to apply to this posting with your resume.  We are dedicated to responding to each applicant in a timely manner.

This position has been closed and is no longer available.
Advisor Employee Services


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