Financial Advisor - Client Relationship

Title: Financial Advisor/Client Relationship Advisor – Licensed Series 65 Functions: Client Servicing, Advisor & Team Support Type: Full Time Salary: Salary + Variable Compensation Package Position Highlights

Belmont Capital Advisors is currently seeking a Client Relationship Advisor to join our Diamond Team. In this role, you will support one of our Lead Advisors by executing core client servicing responsibilities and assisting with various team functions.

This is an excellent opportunity for a detail-oriented, self-motivated professional who thrives in a fast-paced environment. This position offers a clear path for career growth, with the potential to advance into a Lead Advisor role and manage your own book of business. Additionally, there is the opportunity to earn performance-based compensation.

• Join the lead advisor in client review meetings to document and follow through on meeting tasks with the intent to own the existing client service experience for lead advisor
• Coordinate day-to-day activities of dedicated client base and ensure client needs are being met and that BCA services are properly delivered
• Serve as point of contact for all portfolio-related questions (e.g., cash availability, money transfers, reporting concerns)
• Research & build relationships in client meetings & debriefs
• Ensure that data is accurately entered & managed within the company’s CRM
• Ability to measure the business & submit weekly progress reports
• Maintain compliance documentation

• 5+ years client facing experience required
• Embody the company culture & mission
• Ability to provide excellent customer service to both internal and external customers
• Effective time management skills. Able to work efficiently in a fast-paced environment
• Highly refined analytical and human relations skills
• Must be self-motivated with a good work ethic, and have demonstrated the discipline to work independently
• Ability to excel in a competitive, team-oriented environment
• Advanced verbal and written communication and interpersonal skills
• Proficient in Microsoft Office Suite
• Problem solving skills, resourceful and effective in making decisions