COMPANY OVERVIEW

At David Miner & Associates, we offer financial solutions with peace of mind.
We’re seeking a Junior Associate Financial Advisor to support our clients on their financial journey. This is an entry level position where you will get the opportunity to learn, grow and thrive in a professional financial environment.
This is a full-time, in-person position Monday to Friday, 8:30 a.m. and 4:30 p.m with the occasional after-hours or weekend commitment.

KEY RESPONSIBILITIES:

• Client Interaction: Handle client inquiries, manage calls and emails, and ensure timely, comprehensive follow-up for a seamless client experience including in-person (including house calls) or virtual meetings as needed.
• Team Approach: Collaboration with a team of specialists and advisors to create comprehensive financial plans for clients.
• Academic Approach: Make time in schedule to understand product shelf through virtual and in-person diligences, industry publications, seminars and formal education including all formal education requirements depending on licensing.
• Document Management: Provide support in preparing, filing, and organizing client documentation, ensuring detailed note are accurately recorded in the CRM system and client files.
• Data Entry & Reporting: Input and update client information in CRM and financial software, ensuring accuracy and confidentiality.
• Miscellaneous Tasks: Assist with ad-hoc projects, client outreach campaigns, running client appreciation or events and other administrative duties as required.

THIS ROLE IS FOR YOU IF YOU:

• Working towards an MBA
• Passionate about the client experience as much the financial experience
• Coachable, self-motivated, and open to growth
• Strong organizational skills with the capacity to manage and prioritize multiple tasks as needed.
• Strong written and verbal communication skills.
• Experience with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and familiarity with Salesforce, Mailchimp, Wordpress, and Univeris.
• Ability to maintain confidentiality and handle sensitive information appropriately within legal and regulatory guidelines, as well as family considerations.
• Demonstrates a positive attitude, work ethic, and proactive problem-solving.