Job Summary

The Junior advisor will work with a senior advisor and client services staff in a team responsible for managing accounts and client relationships. Your primary responsibilities will include financial planning and portfolio rebalancing for the clients in the senior advisor’s group and assisting the senior advisor in client meetings and other advisory services. Working closely with a senior advisor will give you the opportunity to learn LongView’s investment philosophy and approach to portfolio management. You may also be involved with marketing and business development projects and assist with onboarding new clients. Junior advisors who meet performance goals and gain required professional licenses and certifications will have the opportunity to manage their own book of clients, which includes responsibility for those client relationships, financial planning and investment portfolios. There may also be other opportunities for professional advancement.

Duties and Responsibilities

• Financial planning, including collecting and inputting data, completing scenario planning and analysis, and preparing presentations related to retirement planning and other goals.

• Portfolio rebalancing

• Taking notes during client meetings with senior advisors and entering notes into the CRM

• Ensuring timely responses to client correspondence and inquiries

• Developing expertise in our firm’s technology within your first year of employment, including helping to maintain accurate database information.

• Identifying opportunities to improve client relationships and communications and build your and LongView’s reputation as a trusted resource.

Qualifications

• Licensed CFP, or on track to complete CFP designation within 12 months of hire.

• 2-3 years minimum experience in a financial services environment.

• Bachelor’s degree from an accredited college or university.

• Interest in socially and environmentally responsible investing.

• Well organized, with superior attention to detail and the ability to manage multiple priorities.

• Strong sense of personal and professional ethics and integrity.

• Desire to gain Series 65 registration within next few years. 

• Proficiency in spreadsheets and demonstrated ability to learn new software programs.

• Desire/ability to work successfully in a small company environment.

Salary and Benefits

• Salary will be based on experience

• Bonus based upon achievement of individual and team goals

• Health care, 401(k), and generous vacation/holiday benefits

• Partial or full financial support for professional accreditation and other education/training opportunities, beginning with the Series 65 license.

Keenbee Talent Solutions is a Native Alaskan Women owned sdb specializing in the placement of highly skilled professionals in Accounting and Finance, IT/MIS and Biomedical. Keenbee has been in business since 1997 servicing New Mexico and the surrounding states with high results. Keenbee Talent Solutions is an equal opportunity employment agency.  We do not discriminate based on race, color, national origin, religion, ancestry, sex, age, disability, serious medical condition, spousal affiliation, sexual orientation, gender identity, or other classifications protected under the law.