Allegiance Financial Group Advisory Services (AFGAS) is a financial planning and investment advisory firm seeking a Hybrid Associate Advisor / Relationship Manager. The role involves supporting financial advisors in managing client relationships and operational tasks, ensuring a seamless and client-centric experience.
Responsibilities
- Prepare financial plans in coordination with Lead Advisors and participate in client meetings for financial plan delivery and executionTake ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner
- Collaborate with internal teams, such as compliance, investment operations, and client service departments, to ensure all client-related activities are executed efficiently and in line with company standards
- Maintain accurate client records, manage CRM data, and generate reports as needed to support advisors in tracking client activity, portfolio performance, and service delivery
- Cultivate and maintain strong relationships with clients
- Understand clients' financial goals and preferences
- Identify opportunities for client growth and new business
- Stay informed on financial market trends and regulatory changes
- Adhere to regulatory requirements and internal policies, conducting due diligence on prospective clients and implementing risk mitigation measures
Skills
- Bachelor's degree in finance, economics, business administration, or a related field is typically required
- CFP designation and 1-3 years experience working as an advisor/planner
- Ability to juggle multiple projects successfully
- Ability to learn new concepts and software packages quickly
- Independently motivated, have excellent communication skills and have a strong work ethic
- Strong educational credentials and analytical background
- Ability to identify, meet, and follow through with client's needs and requirements
- Must interact effectively with office staff and be a goal-oriented team player
- Strong attention to detail
- Must demonstrate excellence in organizational and time management skills
- Exceptional phone and client service skills, positive and upbeat attitude at all times
- Experience/ability to work from home while maintaining a professional setting
- Basic/Intermediate knowledge of Microsoft Excel
- Experience with Salesforce (or other CRM software), financial planning software, Orion, and Microsoft Office tools a plus but not required
Benefits
- Life insurance
- 100% company paid employee only premiums for Health, Dental & Vision Coverage
- 4% company 401(k) match, 100% vested
- Mentorship and learning opportunities
- Great working environment with professional growth opportunities.
- You will have access to a great team of professionals & back-office support.
Company Overview
At AFGAS, our mission is to empower our clients in achieving what truly matters to them. It was founded in 2021, and is headquartered in Vienna, Virginia, USA, with a workforce of 11-50 employees. Its website is https://www.afgas.net.
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