Associate Financial Representative

This role specializes in client service and supporting the financial representative with a focus on building the practice and client relationships. An AFR also ensures the continuation of an efficient, effective, and organized office. This individual is a liaison between the network office and home office as well as the financial representative and clients.

• Financial Planning Preparation (input data, gather information at the direction of the financial advisor, ensure accuracy, review financial plans with advisor/client)
• Executing trades and ensuring for accuracy
• Managing all financial planning client follow-up and correspondence
• File new statements, account forms, and other insurance/investment-related materials
• Communicate with home office, NMIS and fund families to supply or obtain information
• Prepare/print letters of instruction for client signature

• Health and Life licensed required
• Financial Service or Insurance industry experience preferred in administrative support or customer service, preferably in the financial services and/or insurance industry
• Excellent oral and written communication skills
• Familiarity with Microsoft applications and data entry and information retrieval software
• Strong attention to detail with the ability to work with a high degree of accuracy