Balanced Approach Wealth Management is dedicated to providing personalized financial services tailored to the unique goals and timelines of individuals and couples. They are seeking a Financial Services Associate to support financial advisors, manage client communications, and assist with financial planning processes.
Responsibilities
- Managing meeting calendars: schedule meetings, send confirmations, and manage follow-ups before and after meetings
- Support advisors with meeting preparation and post-meeting follow-ups
- Answer incoming calls from clients and prospective clients in a professional and welcoming manner
- Reach out to clients and prospects to gather initial client profile information and required documentation
- Prepare client paperwork and ensure all documents are properly completed, signed, processed, and paid
- Track paperwork status and follow up to ensure timely completion
- Maintain accurate and organized client records and task workflows using Redtail CRM
- Receive financial data from clients
- Accurately enter client data into financial planning software
- Conduct basic reviews of financial data to identify discrepancies, missing information, or inconsistencies
- Flag issues or questions for advisor review
- Assist with creating basic financial planning and divorce planning reports
- Assist with basic marketing activities, including:
- Sending birthday cards, holiday cards, and other client mailings
- Creating and scheduling weekly social media posts
- Provide general administrative support as needed
Skills
- Strong Verbal & Written Communication skills
- Organizational skills and attention to detail
- Strong Analytical Skills
- Bachelor's degree in Finance, Economics, Business, or a related field is preferred
- Experience in Finance and Financial Services, including financial planning and investment management is preferred
- Experience with financial planning software and tools is a plus (we use eMoney / WealthVision & Family Law Software)
- Experience with CRM systems is a plus (we use Redtail CRM)
Benefits
- 401(k) with employer match
- Health insurance
- Paid vacation and time off
Company Overview
At Balanced Approach Wealth Management, we understand that every individual and couple has distinct financial goals and timelines. It was founded in 2025, and is headquartered in San Mateo, California, US, with a workforce of 2-10 employees. Its website is https://www.balancedapproach.com/.
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