Associate Financial Representative

Associate Financial Representative (Finance) Overall Function

The Bobbitt Financial Team is looking for a full-time Associate Financial Representative who concentrates on client service to ensure the maintenance of an efficient, organized practice that allows the advisor to focus energy on building client relationships. This individual is a liaison between the home office, financial advisor, network office support team, and clients. Specific responsibilities may include but are not limited to:

• Handling case notes, processing correspondence, maintaining client case files, and filing new statements, account forms and other insurance and investment related materials
• Responding to home office account inquiries
• Monitoring industry trends and research
• Ensuring compliance requirements are implemented and followed
• Maintaining advisor's calendar
• Maintaining supplies of current insurance/investment‑related marketing materials
• Maintaining current client information for all product lines
• Preparing prospecting materials and generating lead lists
• Implementing marketing programs and client touchpoint plan
• Updating advisor's website
• Maintaining tight operational systems for account follow‑up and service requirements

• Completing risk tolerance (personal profile) questionnaire with client
• Making recommendations and modifications for existing investment accounts
• Contacting clients on behalf of the advisor for developing financial plan and providing technical explanations of investment plan
• Gathering and preparing information for meetings with clients and prospects, including annual reviews
• Preparing and completing insurance applications and investment paperwork; actively managing a seamless onboarding process for all new clients
• Arranging medical, paramedical and any exams necessary for underwriting
• Regularly checking in with the advisor and clients on any outstanding requirements
• Preparing any finalizing insurance policy or investment account paperwork and obtaining signatures
• Preparing and/or modifying planning analyses, insurance, and investment/advisory proposals
• Preparing account summaries
• Processing all incoming service requests (address changes, bank change information, loan requests, ISA service inquiries, preparing trade tickets, etc.)

• Bachelor's degree or equivalent combination of education, training, and experience
• Must have or obtain Life, Health, and Long‑Term Care insurance licenses within an established timeframe; must have or obtain series licenses within an established timeframe
• At least 5 years of experience in administrative support or customer service, preferably in the financial services and/or insurance industry
• Familiarity with Microsoft applications and data entry and information retrieval software
• Excellent oral and written communication skills
• Strong critical thinking, financial analysis, and problem‑solving skills
• Ability to manage multiple diverse projects and assignments in a timely and quality manner
• Strong attention to detail with the ability to work with a high degree of accuracy
• Demonstrated ability to maintain effective working relationships with clients
• Willingness to learn
• Ability to embrace change and work in a fast‑paced environment
• Ability to work both independently and in a team
• Ability to maintain confidentiality