Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our client's in Melville. To view other open roles, visit jobs.lead-advisor.com We are looking for someone who is upbeat and fun to work with — someone who values organization and prefers things to be tidy at the end of the day. Preferably, an individual with a past history of working for finance and/or insurance firms who wants to put their education and experience to work and join an already thriving, all-star team. This position comes with the potential for future career development as well as interesting and satisfying professional challenges and benefits. We want someone who will build a structured routine and process to help increase organizational efficiency and wellness. This position presents an exciting opportunity to take an entry-level role in a boutique financial planning firm while learning the ins and outs of financial planning. You will play an essential role in the success of the business by ensuring that day-to-day operations run smoothly. Administrative and clerical duties of a financial advisor that are delegated and to be finished. Job Responsibilities Calendar Management & Daily Line-Up Call every morning Writing Executive Summaries Organizing client records & preparing files for annual reviews Aggregating client info and setting appropriate tasks to FPS or other team members Scheduling Client Meetings Job Skills & Qualifications Bachelor's Degree Strong communication / interpersonal skills Attention to detail Excellent organizational skills Good prioritization / time management skills

Location:

Melville, NY Compensation:

$70,000-$80,000

Pay:

$70,000.00 - $80,000.00 per year

Benefits:

Paid time off

Work Location:

In person