Who we are:
Danley & Associates is a client focused wealth management and financial planning practice. We put the client first and provide them with a top-quality experience and world class service. We seek to have a high-quality collaborative working environment geared towards an excellent client experience.
What we are looking for:
We are looking to add a new associate who appreciates a collaborative team environment. The ideal candidate loves getting things done and is a creative problem solver. This person must be comfortable interacting with a team and with clients in the office, on the phone, and with email.
This is an in-office full time position.
Responsibilities
· Administrative
o Supporting client account set up
o Managing internal email alerts
o Handling client phone and email requests
o Preparing and ensuring new business paperwork is successfully submitted
o Preparing and processing documentation and obtaining appropriate signatures
o Running insurance quotes
o Moving money between accounts
o Performing other duties as assigned by the financial advisor(s) and associate financial advisor(s)
· Client meeting preparation and follow-up
o Scheduling and rescheduling client meetings
o Entering data into the CRM system
o Creating the agenda and summary of meetings
o Processing compliance documents
· In office client service
o Providing general administrative duties such as
- Answering the phone
- Greeting clients and providing hospitality as they wait for their meetings
- Ensuring client-visible space is in order
· Marketing
o Participating in the coordination and execution of marketing events which may take place after normal working hours
· Social Media
o Assisting in writing and posting social media updates
· Team player
o Participating in team meeting
o Contributing in team discussions on a collaborative fashion
o Helping out where needed – “go team”
Minimum Required Qualifications:
· Pursuing or have completed a 2-year college degree
Required Knowledge, Skills, Abilities:
· Teachable
· Desire to learn and grow
· High follow-through problem solver (a person that likes to complete tasks)
· Good with people
· Positive attitude
· Detail & results orientated
· Organized and good at time management
· Able to manage multiple tasks and prioritizes effectively
· Able to work independently with minimal supervision
· Process oriented and can work with a team
· Team player “if you win, we all win, go team”
· Work within the guiding principles and core values of the practice, including transparency, integrity, commitment, competence, love & loyalty
· Has the ability to proactively engage with clients and create trusted relationships quickly
· Passionate about servicing client relationships in a timely and effective manner
· Strong verbal and written communication skills
· Ability to adhere to rules, regulations, and processes as stated and required
· Proficiency with MS Office Suite (MS Word, Excel, PowerPoint, etc.)
Examples of prior professional experience that could be successful in this role
· Educators
· Medical billing
· Insurance
· Administrative assistant
· Financial services
· Banking
· Account manager
· Sales support
Work Location:
· 1200 Summit Av Ste 860, Fort Worth, TX 76102
Benefits:
· If desired costs covered to get your licenses – (SIE, Series 7, 66, Group One – Life, Health, and Disability)
· Full Time employee benefits
o Health insurance, Vision, Dental, Life Insurance, Disability Insurance, 401(k), paid PTO and holidays, paid sick time
Possible career paths:
· Financial Analyst
· Associate Financial Advisor (AFA)
· Financial Advisor
Job Type: Full-time
Pay: $33,000.00 - $60,000.00 per year
Benefits:
- 401(k)
- 401(k) 3% Match
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- On-site gym
- Paid time off
- Retirement plan
- Vision insurance
Compensation package:
- Bonus opportunities
- Yearly bonus
Schedule:
- 8 hour shift
- Monday to Friday
- Overtime
Ability to Commute:
- Fort Worth, TX 76102 (Preferred)
Ability to Relocate:
- Fort Worth, TX 76102: Relocate before starting work (Required)
Work Location: In person