Financial Assistant

Your Role and Contributions:

• Support Senior Financial Advisors: Build client relationships, drive new business, and assist with prospecting through outbound calls and marketing efforts.
• Client Engagement: Serve as the primary point of contact for clients, answering inquiries, scheduling appointments, and maintaining the advisors’ daily calendar.
• Meeting Coordination: Take detailed notes in meetings with clients and prospects, help prepare financial reports and plans for clients, and develop PowerPoint presentations for client visits.
• Operational Excellence: Process paperwork, assist in creating financial plans, and manage client distributions, ensuring high-quality service and customer satisfaction.
• Event Coordination: Assist in organizing workshops, dinner seminars, and educational workshops. Coordinate with vendors and restaurants.
• Technical Interaction: Utilize financial planning software to support senior financial advisors.
• Compliance and Reporting: Keep all securities and insurance licenses current, manage internal/external referral processes, and report specific issues to the Program Manager.

What You Bring to the Team:

• Experience: Minimum two years in a support, sales, or administrative role within a financial services environment.
• Licenses: CA Life license required. FINRA Series 6; Series 63/65 or 66 licenses preferred.
• Education: Bachelor’s degree in Business, Finance, Economics, or related field required.

Skills and Attributes:

• Organized and Detail-Oriented: Strong time management skills and the ability to prioritize tasks effectively.
• Problem Solver: Enjoy taking on challenges and seeing them through to resolution.
• Excellent Communicator: Build rapport with clients and team members, handling confidential information with care.
• Team Player: Collaborate proactively with senior financial advisors and internal departments.
• Self-Starter: Ability to take initiative and work independently in a dynamic environment.

Why Join Us?

Imagine waking up every morning with the sole purpose of making a difference in people’s lives. At EFC Wealth Management, not only do we go the extra mile for our clients, but we go the extra mile for team members who are loyal and dedicated to helping us grow. We believe in excellence in everything we do and are committed to your success. If you are looking for a place to thrive and create a lasting career, you’ll find it here.

Our Core Values:

At EFC, we have an unwavering commitment to excellence through eight core values that define our Elite Team:

• Growth Minded – Always look for ways to improve.
• Accountable – Own your mistakes; own your success.
• Integrity – Do the right thing, always.
• Success Driven – Never settle; consistently move forward.
• Team Player – Do what’s best for the firm.
• Loyalty – Ride or die! Be willing to go through the fire.
• Respectful – Treat people right.
• Servant Driven – Look for ways to help others.