Assistant financial consultants are generally responsible for "wealth management" for people and families to help them meet financial goals. While these assistants do not convey monetary arrangements, they may help their senior financial consultants to do so and guarantee they are conveying quality results.
Assistant financial consultants generally work in office environments and provide immediate, devoted support for senior financial consultants and their clients. Another common role may involve proactively and sensitively revealing business-advancement opportunities through practical information investigation and helping aggregate data. Helping senior consultants to catch up on referrals and work with prospective customers is also important.
Candidates for this position should generally have a bachelor's degree, at least 3 years of monetary administration experience, and active and substantial FINRA Series 7 and 66. A Notary accreditation is also beneficial. Candidates must have strong communication skills and the energy to work well with customers and maintain their loyalty, and should demonstrate skill in addressing and resolving clients' concerns.
Assistant Financial Consultant Tasks
Create and maintain client files.
Schedule appointments and assist clients with paperwork.
Assist financial planners and clients with the implementation of financial plans.
Work with bank personnel to increase sales through referrals.