About the Position:

Secure Money Advisors is seeking a full-time support advisor that aspires to become an Advisor in the future. ( Note: series 65 licensure and/or insurance license OR willingness to pursue appropriate licenses are required.) This position will primarily be responsible for providing support to the Lead Advisors and would be the perfect fit for someone who is passionate about financial planning, enjoys working within a team structure, loves working with clients, and thrives in a fast-paced environment . Duties will include attending client meetings with the Lead Advisor, data gathering, servicing client requests, and helping to develop financial plans.

About the Company:

Secure Money Advisors is a fast-growing, family style financial planning firm, created in 2007 by Founder and President, Brian Quaranta. Brian is also a highly sought-after retirement planning expert in all realms of media. He hosts a radio show, On the Money Radio, in addition to a television show On the Money TV. Brian is passionate about helping others maximize their retirement investment strategies.

Brian and the team enjoy working with professionals and families to provide wealth management services, annuities, IRA management services, life insurance, and retirement income planning. We do not believe in a haphazard approach to financial planning. Through this measured approach, we build a level of trust with our clients that bodes well for successful, long-term relationships, which is why an astounding 98% of our clients have been with us since the very beginning!

We would love to have a team-spirited, enthusiastic support advisor/ associate advisors or paraplanner join us as we continue to grow and serve our clients!

Opportunity:

• This is a great opportunity for a professional who is passionate about financial planning and who is looking to learn in a collaborative, fun and flexible environment
• Create a career in a firm that offers autonomy to excel in accordance with your strengths and skills, while affording freedom and flexibility to work when/where you’re most productive
• Gain valuable mentorship under the SMA Lead Advisor team
• Participate in all areas of client meeting preparation, including running reports, developing financial plans, making client recommendations, with attention to detail and accuracy
• It is a great opportunity for someone who wants to grow long-term within an organization that is rapidly scaling
• Be an integral part of an already successful team and have the opportunity to bring new and innovative ideas to the table

Responsibilities:

• Preparing meeting materials, assembling financial reports, modeling scenarios in proprietary planning software, and ensuring follow up items are completed in a timely manner
• Attend client meetings with the Lead Advisor, take notes to determine action items, and become integrated into the client relationships
• Manage client plans, monitor client activity and service client needs
• Coordinate with the new business department to ensure all new clients are onboarded in an efficient manner, with a constant focus on the client experience
• Participate in annual reviews, process money transfers, communicate with financial institutions and other special projects, as assigned
• Explain financial planning, tax and investment management concepts and strategies to clients through both written and oral communication
• Assist in developing processes and systems to drive operational efficiencies
• As you develop your skills, additional responsibilities may be assigned to you

Desired Qualifications:

• At least 1-5 years of experience in the financial planning industry
• Series 65 licensure and/or insurance license OR willingness to pursue licenses is required.
• Additional designations such as CFP or AFC are a plus
• Tech savvy, proficient in Microsoft Office/Excel
• Bonus points for experience with G Suite, eMoney, Advizr, Orion, Wealthbox, and/or Smart Office
• Bachelor’s degree preferred
• Team player, enthusiastic, resourceful, humble attitude
• Comfortable with a lot of client interaction
• Superior written and oral communication skills
• Well organized and self-driven (will be expected to self-manage and meet deadlines)
• Attentive to detail, excellent time management and exceptional organizational skills
• Excited to take on new challenges and adapt to change

Next Steps:

• Along with your resume, include a cover letter telling us about yourself (preferred), your career aspirations and desired salary range.

Job Type: Full-time

Pay: $30,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Physical setting:

• Office

Schedule:

• Monday to Friday

Application Question(s):

• Please provide a range of your salary expectations.

Education:

• Bachelor's (Required)

Experience:

• Financial concepts: 1 year (Preferred)

Work Location: One location

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