About us
At ARS Investment we believe in helping indviduals and families tackle the unique challenages they face as they plan for and navigate financial independence. Our systamatic approach focuses on addressing key issues such as limiting taxes in retirement, longevity risk, inflation, the rising cost of health care and investment portfolio design. Through a defined series of meetings and strategy sessions, we get to know our clients and their goals, gather all the necessary personal and financial data and design and implement a personal financial plan.
**Job Title:** Associate Advisor/Relationship Manager
**Job Overview:**
This is a full time on-site roll for a relationship manager as a member of our dynamic team at ARS Investment Advisors. As an Associate Advisor you will be responsible for building and maintaining client relationships, managing the workflow of client meetings and assisting with all of elements of the financial planning process. The role involves working closly with our team of experienced financial advisors where you will play a pivotal role in managing the workflow and ongoing service of key client account relationships
**Requirements:**
Excellent communication skills and ability to interact with clients and internal teams effectively
Strong analyical and problerm solving skills
Knowledge of financial planning principals and investment strategies
Attention to detail and strong orginazitional skills
Series 65 professional license or willingness to obtain upon enployment.
Proficient in Microsft Office suite of applications
Familiarity with Salesforce or similar CRM software is a plus
If you are a results-driven individual with a passion for technology, excellent communication skills, and a proven track record in account management, we invite you to apply for the Associate Advisor position.
Job Type: Full-time
Pay: $25.00 - $30.00 per hour
Expected hours: 40 per week
Benefits:
- 401(k)
- Flexible schedule
- Paid time off
- Tuition reimbursement
- Work from home
Experience level:
Schedule:
Supplemental pay types:
- Bonus opportunities
- Performance bonus
- Quarterly bonus
Travel requirement:
Ability to Commute:
- Kaysville, UT 84037 (Required)
Ability to Relocate:
- Kaysville, UT 84037: Relocate before starting work (Required)
Work Location: In person