Job Description:

Sierra Executive Solutions, Inc. (SES) is a 3rd party search firm recruiting for a Financial Services client company's Licensed Advisor Assistant to support Financial Advisor(s) in the organization. This position is available for immediate hire and is replacing a respected, tenured employee who is retiring.Description: The Licensed Advisor Assistant plays a vital role in guiding clients through initial stages of financial planning, facilitating access to planning tools, and supporting group retirement plans.Responsibilities & Activities:- Conduct fact-finding interviews for new clients- Prepare and send introduction packages with necessary documents- Manage client information in Comprehensive Wealth Planning Software- Participate in client planning meetings and assist in 401k services- Monitor and handle client communications and service requests- Generate client illustrations and applications for financial products- Utilize SmartOffice CRM for client management- Promote and facilitate the sale of investment and insurance products- Demonstrate EMX to clients, manage websites, and organize meetings- Prioritize tasks daily and assist with event planning and file organization- Attend group retirement plan participant meetings and update performance sheetsKnowledge, Skills & Abilities Qualifications:- Nevada Life & Health Insurance License is required- FINRA Series 66 (63 & 65), and 6 completion is required- Ability to work independently with minimal supervision- Strong oral and written communication skills- Exceptional client service orientation- Excellent organizational and time management abilities- Proficiency in Microsoft Office software